# Tad Herrington

> Tad Herrington 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.

Page: https://find.wellspent.co/advisors/tad-herrington/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PDS Planning
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $2.17B across 3,159 accounts
- **Credentials:** CFP
- **CRD:** 5640586 (https://adviserinfo.sec.gov/individual/summary/5640586)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2014)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.pdsplanning.com/

## Frequently asked questions

### Is Tad Herrington a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tad 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 Tad charge for financial advice?

Tad's firm, PDS Planning, reports charging fixed fees on its SEC Form ADV.

### Where is Tad Herrington based?

Tad Herrington is based in Dublin, Ohio.

### What credentials does Tad Herrington hold?

Tad Herrington holds the CFP credential.

### Is Tad Herrington registered with the SEC?

Yes. Tad Herrington is registered as an investment adviser representative in OH (CRD 5640586), 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 Tad Herrington?

Through Tad's website, www.pdsplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5640586): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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