The Planner's Edge LLC

Overview

The Planner's Edge LLC is an SEC registered investment adviser based in Mercer Island, WA, registered since 1998. It reports $179M in assets under management across 683 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$179M

Discretionary

100%

Accounts

683

Average account

$262K

Employees

3

Advisory reps

3

Registered since

1998

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jeffrey David Ross Managing Member, Chief Compliance Officer CRD 735840
• Ryan Joseph Rourke Managing Member CRD 6060980

Advisory reps 3 of 3

• Deanna Jean Nowadnick Investment Adviser Rep CRD 1030531
• Jeffrey David Ross Insurance Agent · Investment Adviser Rep CRD 735840
• Ryan Joseph Rourke Insurance Agent · Investment Adviser Rep CRD 6060980

Location

Headquarters

2737 78th Ave SE Ste 103
Mercer Island, WA 98040

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: theplannersedge.com

Every state, with registration dates

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