PDS Planning, Inc.

PDS Planning, Inc. at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 10 advisors are listed here; 6 of 10 hold the CFP.
• Its Form ADV reports 19 employees and 607 individual clients, 421 of them high net worth.
• Its average account is about $686,000 (assets it manages divided by its 3,159 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

PDS Planning, Inc. fees

PDS Planning, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (10)

• Andrew Potosky

  CFP

• James Hamilton

• James Rogers

  CFP

• Jamie Menges

  CFP

• Kurt Brown

  CFA

• Kyle Euton

• Laurie Licata

  CFP

• Rita Itsell

• Robert Hamilton

  CFP

• Tad Herrington

  CFP