Laurie Licata
PDS Planning, Inc. · Dublin, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
- High earners
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 |
| Assets under management | $2.17B across 3,159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6835459 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | pdsplanning.com |
| Profile |
How Laurie's firm compares
- PDS Planning, Inc.'s average account is about $686,000, from its Form ADV (assets managed divided by 3,159 accounts).
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Questions about Laurie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- PDS Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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