PDS Planning, Inc. is a registered investment advisor founded in 1985 and based in Dublin, Ohio. PDS Planning offers customized financial planning and investment management services, operating on an annual fixed-fee basis rather than charging a percentage of your portfolio. The firm assists clients across three main service levels: portfolio management for those needing investment oversight, foundational planning to build personal finance strategies, and comprehensive wealth management for complex balance sheets involving cash flow, taxes, stock options, estate, and insurance planning. PDS Planning tailors its advice to your personal goals, family dynamics, and risk tolerance, coordinating with external professionals such as tax preparers and attorneys when necessary.
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.
