The Planner's Edge

The Planner's Edge (CRD# 114616) is a financial advisory firm headquartered in Mercer Island, WA. They manage $93,819,397 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $586,371
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at The Planner's Edge
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey D. Ross
CRD#: 735840
2737 - 78th Ave Se, #103, Mercer Island, WA 98040
96
Wealthminder
score

Jeffrey Ross (CRD# 735840) is an Investment Advisor Representative working at The Planner's Edge in Mercer Island, WA and has over 31 years of experience in the finance industry. Jeffrey Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Deanna J. Nowadnick
CRD#: 1030531
2737 78th Avenue Se, Suite 103, Mercer Island, WA 98040
90
Wealthminder
score

Deanna Nowadnick (CRD# 1030531) is an Investment Advisor Representative working at The Planner's Edge in Mercer Island, WA and has over 34 years of experience in the finance industry.

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