PDS Planning

Don’t Pay More Simply Because You Have More Money.

Financial planner in Dublin, OH (show on map)

PDS Planning offers transparent flat-fee financial planning, investment management, and fiduciary advice for high-net-worth individuals.

Call (614) 481-8449

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About

PDS Planning is a fiduciary financial planning firm offering comprehensive services including tax strategy, investment management, estate planning, insurance guidance, and education funding. With a flat-fee model, they prioritize client interests over product sales, ensuring transparent and conflict-free advice for high-net-worth individuals.

Flat-fee fiduciary model

No commissions or hidden fees

Focus on fiduciary duty and client peace of mind

Services

Comprehensive Financial Planning

Tailored long-term strategy to meet unique financial goals.

Cash flow modeling Tax planning/strategy Retirement planning Investment management Estate planning Insurance guidance Education funding

Investment Management

High-net-worth investment management with a focus on tax efficiency and socially responsible investing.

High-net-worth Family office support Tax efficiency Foundations, endowments, and nonprofits Socially responsible

Credentials & Certifications

CFA

CFP

CPA

Frequently Asked Questions

What is the Fiduciary Standard? +

The fiduciary standard requires transparent advice, objective recommendations, and strategies personal to your financial plan, putting your interests ahead of the advisor’s.

What does Flat Fee really mean? +

A flat fee is a fixed dollar amount based on the time, resources, and value provided, not on the size of your portfolio.

Why dollars and not percentages? +

Flat fees ensure you pay based on the work done, not your net worth, making it fairer as your wealth grows.

Do you charge a commission? +

No, PDS Planning does not receive compensation for the sale of securities, insurance products, or other investments.

Do you charge performance-based fees? +

No, performance-based compensation may create incentives for riskier investments, which PDS Planning avoids.

Are there hidden costs? +

No, PDS Planning does not pay referral fees, participate in wrap-fee programs, or charge any fees beyond the Financial Planning Agreement.

How is PDS different than other financial planners? +

PDS Planning is a fee-only advisor with a flat fee model, reducing conflicts of interest and ensuring advice is not influenced by product recommendations.

What should you look for in a high-net-worth financial advisor? +

Look for a long-term partnership built on trust, personalized financial plans, flat fees, and adherence to the fiduciary standard.

Contact PDS Planning

PDS Planning

Address

475 Metro Pl S Suite 460, Dublin, OH 43017

Phone

(614) 481-8449

[email protected]

Website

pdsplanning.com

Opening Hours

Sunday

Closed

Monday

7:30 am–5 pm

Tuesday

7:30 am–5 pm

Wednesday

7:30 am–5 pm

Thursday

7:30 am–5 pm

Friday

7:30 am–12 pm

Saturday

Closed

Location

Location of PDS Planning, 475 Metro Pl S Suite 460, Dublin, OH 43017 · View on Google Maps

Screenshot Gallery

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Get in Touch

Ready to work with PDS Planning?

Reach out today to schedule a consultation.

(614) 481-8449

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