PDS Planning Inc
SEC RegisteredFlat Fee — We provide straightforward financial planning to help you enhance your wealth.
About the firm
PDS Planning is a flat-dollar, fee-only fiduciary financial planning firm. Their flat-fee model means clients pay in dollars, not percentages, aiming to provide comprehensive financial planning and investment management at potentially lower advisor and product costs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including tax strategy, investment management, charitable giving planning, retirement planning, estate and inheritance planning, and insurance guidance.
Who they serve
Individuals who do not want to go it alone, have an investment portfolio of $2 million or more, and are within 15 years of retirement.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PDS Planning Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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