The Planner's Edge LLC

The Planner's Edge LLC (CRD# 114616) is a financial advisory firm headquartered in Mercer Island, WA. They manage $142,331,820 in 495 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2737 78th Avenue Se, Suite 103, Mercer Island, WA 98040
http://www.theplannersedge.com
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $287,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at The Planner's Edge LLC
Showing 1 - 2 of 2 top financial advisors.
1
Deanna Nowadnick, financial advisor Mercer Island WA
Deanna J. Nowadnick
CRD#: 1030531
2737 78th Avenue Se, Suite 103, Mercer Island, WA 98040

Deanna Nowadnick (CRD# 1030531) is an Investment Advisor Representative working at The Planner's Edge LLC in Mercer Island, WA and has over 41 years of experience in the finance industry.

2
Jeffrey Ross, financial advisor Mercer Island WA
Jeffrey D. Ross
CRD#: 735840
2737 - 78th Ave Se, #103, Mercer Island, WA 98040

Jeffrey Ross (CRD# 735840) is an Investment Advisor Representative working at The Planner's Edge LLC in Mercer Island, WA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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