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
By the Numbers
-
Total Assets Under Management142MILLION
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Total Number of Accounts495ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at The Planner's Edge LLC
1
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 (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.
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