Pds Planning Inc
PDS Planning, Inc. is a fee-only financial advisory firm founded in 1985 and registered with the SEC in 1988. The firm's owners are Rita M. Itsell, Jamie P. Menges, Kurt M. Brown, and James A. Rogers. PDS offers financial planning and investment advisory services, including retirement, investment, tax, estate, and insurance planning, among others. Clients receive customized financial planning reports and recommendations based on their financial situation and goals. The firm charges fees either as an annual fixed fee or a percentage of assets managed. PDS does not charge performance-based fees and acts as a fiduciary, putting clients' best interests first. Clients have the option to grant discretionary authority to PDS for investment decisions. The firm recommends the services of Charles Schwab & Co., Inc. for brokerage and custodial services. PDS does not vote proxies on behalf of clients and does not have any disciplinary actions. Clients are encouraged to review their accounts regularly, and the firm does not foresee any financial conditions that could impact its ability to meet commitments. For more information, clients can contact Kurt M. Brown, Chief Compliance Officer.
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].