THE PLANNER'S EDGE LLC

RIASEC RegisteredEst. 2021

Total AUM

$179M

Discretionary

$179M

100% of AUM

Avg account

$262K

Accounts

683

Employees

Advisory reps

Firm details

Headquarters: MERCER ISLAND, Washington
CRD number: 114616
Registered since: April 23, 2021
Website: www.theplannersedge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.52%
Individuals39.48%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

The Planner's Edge LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm is owned by an individual and serves individual and family clients. Its billing approach includes asset-based fees, hourly charges and fixed fees. Advisory services center on financial planning, portfolio management for individuals and small businesses, and the production of periodicals or newsletters. The firm is not positioned as a capital allocator and does not identify as an active ESG investor, pension consultant, multi-state adviser or related adviser.