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Advisors / Ohio / Dublin
12yrs

Kyle Euton

Financial advisor at PDS Planning

Based in Dublin, Ohio, Kyle Euton is a fiduciary financial advisor with 12 years of industry experience. Kyle joined PDS Planning in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through flat fees.

One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.

Dublin, OH 43017Fiduciary advisor
Call the officeDirections

At a glance

Experience12 years (since 2015)
How that compares ?12 years in the industry
Office475 Metro Place S. Suite 460, Dublin, OH 43017
How the firm is paid ?Flat fee
Typical client at the firm ?$3.44 million
Advisors at the firm10
States licensed ?1 state

Services through PDS Planning

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    PDS Planning Inc.Current firm

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kyle

How do I contact Kyle?

Call PDS Planning at (614) 481-8449 and ask for Kyle Euton. Kyle works from the Dublin, OH office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 2015, about 12 years. 12 years in the industry.

What licenses does Kyle hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Kyle a fiduciary?

Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyle paid?

PDS Planning reports being paid by flat or fixed fees. Ask Kyle for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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