# Laurie Licata

> Laurie Licata is a fee-only financial advisor at PDS Planning, Inc. in Dublin, Ohio, who holds the CFP credential. Laurie charges a flat fee or retainer and an ongoing planning fee (typically works with clients with $2,000,000 or more) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/laurie-licata/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** PDS Planning, Inc.
- **Based in:** Dublin, Ohio
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.17B across 3,159 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, High earners
- **CRD:** 6835459 (https://adviserinfo.sec.gov/individual/summary/6835459)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://pdsplanning.com

## Frequently asked questions

### Is Laurie Licata a fee-only financial advisor?

Yes. Laurie Licata is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Laurie's firm.

### How does Laurie charge for financial advice?

Laurie charges a flat fee or retainer and an ongoing planning fee.

### How much does Laurie charge?

According to PDS Planning, Inc.'s website, checked October 28, 2026: typically works with clients with $2,000,000 or more.

### Where is Laurie Licata based?

Laurie Licata is based in Dublin, Ohio.

### What does Laurie specialize in?

Laurie's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning. Laurie works with pre-retirees and high earners.

### What credentials does Laurie Licata hold?

Laurie Licata holds the CFP credential.

### Is Laurie Licata registered with the SEC?

Yes. Laurie Licata is registered as an investment adviser representative in OH (CRD 6835459), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PDS Planning, Inc. manage?

PDS Planning, Inc. reports $2.17B across 3,159 accounts in assets under management.

### How do I contact Laurie Licata?

Through Laurie's website, pdsplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3451): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pdsplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.