Jamie Menges
PDS Planning · Dublin, Ohio
Jamie Menges is a fee-only financial advisor at PDS Planning in Dublin, Ohio, who holds the CFP credential. PDS Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | PDS Planning |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $2.17B across 3,159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4249232 |
| Exams passed | Series 63 (2001) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pdsplanning.com |
How Jamie's firm compares
- PDS Planning's average account is about $686,000, from its Form ADV (assets managed divided by 3,159 accounts).
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Questions about Jamie
Is Jamie Menges a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and PDS Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, PDS Planning, reports charging fixed fees on its SEC Form ADV.
Where is Jamie Menges based?
Jamie Menges is based in Dublin, Ohio.
What credentials does Jamie Menges hold?
Jamie Menges holds the CFP credential.
Is Jamie Menges registered with the SEC?
Yes. Jamie Menges is registered as an investment adviser representative in OH (CRD 4249232), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PDS Planning manage?
PDS Planning reports $2.17B across 3,159 accounts in assets under management.
How do I contact Jamie Menges?
Through Jamie's website, www.pdsplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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