Jamie Menges is a CFP-designated registered investment advisor at Pds Planning INC, based in Dublin, OH, with 23 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 614 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PDS Planning does not charge fees based on a percentage of your portfolio. Instead, investment management is included as part of an annual fixed fee established at the beginning of your relationship. This fee is determined by factors such as your portfolio composition, the complexity of your situation, expected meetings, and ongoing communication needs.
Location
475 Metro Place S., Suite 460, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pds Planning INC
Previous Registrations
Investment Partners LTD
Commonwealth Financial Network
Princor Financial Services Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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