The Planner's Edge LLC
The Planner's Edge LLC (CRD# 114616) is a financial advisory firm headquartered in Mercer Island, WA. They manage $105,871,196 in 529 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management106MILLION
Total Number of Accounts529ACCOUNTS
Average Account Value$200,135
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Jeffrey Ross (CRD# 735840) is an Investment Advisor Representative working at The Planner's Edge LLC in Mercer Island, WA and has over 33 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.
Deanna Nowadnick (CRD# 1030531) is an Investment Advisor Representative working at The Planner's Edge LLC in Mercer Island, WA and has over 36 years of experience in the finance industry.