Rita Itsell
PDS Planning · Dublin, Ohio
Rita Itsell is a fee-only financial advisor at PDS Planning in Dublin, Ohio. 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 |
| SEC registration | Investment adviser representative in OH · CRD 4648290 |
| Exams passed | Series 65 (2014) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pdsplanning.com |
How Rita'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 Rita
Is Rita Itsell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rita 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 Rita charge for financial advice?
Rita's firm, PDS Planning, reports charging fixed fees on its SEC Form ADV.
Where is Rita Itsell based?
Rita Itsell is based in Dublin, Ohio.
Is Rita Itsell registered with the SEC?
Yes. Rita Itsell is registered as an investment adviser representative in OH (CRD 4648290), 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 Rita Itsell?
Through Rita'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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