Fee-OnlyFinder

Pds Planning INC

Financial planning in Dublin, OH

SEC registeredNo commissions reported

Call (614) 481-8449Send a messageMap ↗

Public-record details

Address
475 Metro Place S., Suite 460, Dublin, OH 43017
Phone
(614) 481-8449
Listed under
Financial planning, Flat / fixed fees
CRD number
106895
Registration
SEC registered since 1988-10-13
Compensation (Form ADV 5.E)
Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$2.2 billion
Accounts managed
3,159
Clients reported (Form ADV 5.D)
614
Individual / high-net-worth clients
186 / 421
Employees
19
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-19

SEC registered investment adviser, CRD 106895, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Dublin

Access Wealth Group, LLC25 North St. · Dublin, OH 43017 · (614) 285-4777 · Financial planningCRD 327982 · % of assets, Hourly charges · $19.6 million AUMState registeredNo commissions reportedAdvanced Asset Management Advisors, INC.4995 Bradenton Ave., Suite 210 · Dublin, OH 43017 · (614) 717-4451 · Flat / fixed feesCRD 119859 · % of assets, Fixed fees · $651.3 million AUMSEC registeredNo commissions reportedAdvocate Wealth Solutions655 Metro Place South, Suite 440 · Dublin, OH 43017 · (614) 408-0004 · Financial planningCRD 152534 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reportedArd Advisory Services, LLC7263 Sawmill Rd., Ste 150 · Dublin, OH 43016 · (614) 602-6506 · Financial planningCRD 318653 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedBeacon Hill Investment Advisory, LLC6000 Venture Drive, Suite B · Dublin, OH 43017 · (614) 469-4685 · Financial planningCRD 148463 · % of assets, Hourly charges, Fixed fees · $91.7 million AUMState registeredNo commissions reportedCapstone Wealth Partners6037 Frantz Rd., Suite 104 · Dublin, OH 43017 · (614) 754-7805 · Financial planningCRD 152524 · % of assets, Fixed fees · $114.9 million AUMSEC registeredNo commissions reportedColumbus Street Wealth Management, LLC5650 Blazer Parkway · Dublin, OH 43017 · (614) 662-4250 · Financial planningCRD 301788 · Hourly charges, Fixed fees · $144.5 million AUMSEC registeredNo commissions reportedColumbus Wealth Management6605 Longshore Street, Suite 240 #190 · Dublin, OH 43017 · (937) 776-5494 · Financial planningCRD 317480 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reported

All 33 in Dublin →