Who is an ideal client for PDS Planning?

Ideal clients are within 15 years of retirement, have an investment portfolio of $2M+, and prefer a flat fee over percentage-based fees.

How will we work together?

The process starts with a conversation, followed by a tailored financial plan outline and cost estimate, then collaboration to implement recommendations with ongoing communication.

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.