Robert Hamilton
PDS Planning · Columbus, Ohio
Robert Hamilton is a fee-only financial advisor at PDS Planning in Columbus, 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 | Columbus, 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 733504 |
| Exams passed | Series 63 (1984) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pdsplanning.com |
How Robert'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 Robert
Is Robert Hamilton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, PDS Planning, reports charging fixed fees on its SEC Form ADV.
Where is Robert Hamilton based?
Robert Hamilton is based in Columbus, Ohio.
What credentials does Robert Hamilton hold?
Robert Hamilton holds the CFP credential.
Is Robert Hamilton registered with the SEC?
Yes. Robert Hamilton is registered as an investment adviser representative in OH (CRD 733504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does PDS Planning manage?
PDS Planning reports $2.17B across 3,159 accounts in assets under management.
How do I contact Robert Hamilton?
Through Robert'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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