James
Rogers
Pds Planning Inc
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About this Advisor
James Rogers is a certified financial planner based out of Dublin, Ohio with a total of 3 years of industry experience. Rogers is an employee of Pds Planning Inc. Rogers has gained experience at Hamilton Capital Management, Hamilton Capital Management Inc and Fisher Investments. Rogers is approved to advise clients in Ohio. Pds Planning Inc is an advisory company that has its headquarters in Dublin, OH. It oversees $1 billion in assets under management among its 2,850 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 2,850 accounts, 52% are associated with high-net-worth clients who have at least $1 million in investable assets. Pds Planning Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by Pds Planning Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pds Planning Inc Brokerage Details
$1,045,587,285
16
2,850
$366,873
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
James Rogers Work History
James has been registered as a financial advisor for 3 years.*
Fisher Investments
Hamilton Capital Management Inc
Hamilton Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pds Planning Inc
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
