The Planner's Edge provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters. Financial planning was provided to 101–250 clients last fiscal year.
The Planner's Edge reports 213 clients. They include 168 individual clients and 45 high-net-worth individuals. Of its assets, 100.0% ($179M across 683 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 39% |
| High-net-worth individuals | 21% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 168 | $70.6M | 39.5% | $420K |
| High-net-worth individuals | 45 | $108M | 60.5% | $2.4M |
| Total | 213 | $179M | 100% | $839K |
- Clients
- 168
- Regulatory AUM
- $70.6M
- AUM share
- 39.5%
- Avg. per client
- $420K
- Clients
- 45
- Regulatory AUM
- $108M
- AUM share
- 60.5%
- Avg. per client
- $2.4M
Total
- Clients
- 213
- Regulatory AUM
- $179M
- AUM share
- 100%
- Avg. per client
- $839K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
The Planner's Edge charges 0.20%–1.50% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 1.50% |
| $100K–$250K | 1.25% |
| $250K–$500K | 1.00% |
| $500K–$1M | 0.85% |
| $1M–$2.5M | 0.75% |
| $2.5M–$5M | 0.65% |
| $5M–$10M | 0.55% |
| $10M–$25M | 0.45% |
| $25M–$50M | 0.30% |
| $50M and above | 0.20% |
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed at a $300 hourly rate or as a flat fee typically from $1,500 to $50,000 or more; half is billed at the first consultation.
- Hourly advisory services
- Other advisory services are billed at an hourly rate normally $300, set out with an estimate of time in a letter of engagement.
Jeffrey Ross owns 75% or more of The Planner's Edge. The leadership team of The Planner's Edge includes Chief Compliance Officer Jeffrey Ross. It has 3 employees.
Leadership
Jeffrey RossManaging Member and Chief Compliance Officer
Ryan RourkeManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of The Planner'S Edge LLC
Jeffrey Ross
Control person · since January 2018
- Owns 10% to 25% of The Planner'S Edge LLC
Ryan Rourke
Control person · since April 2025
The Planner's Edge’s regulatory assets grew from $127M (May 2021) to $179M (February 2026); clients were 213 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $179M | 213 | 3 | 3 |
| April 2025 | $187M | 198 | 3 | 3 |
| March 2024 | $142M | 166 | 2 | 3 |
| January 2023 | $129M | 196 | 3 | 4 |
| February 2022 | $148M | 225 | 3 | 4 |
| May 2021 | $127M | 218 | 3 | 1 |
Besides its headquarters, The Planner's Edge has 2 offices (2 private residences, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- 2737 78th Avenue Se, Suite 103, Mercer IslandHQ
Contact and registration details
- Legal name
- The Planner'S Edge LLC
- Headquarters
- 2737 78th Avenue Se, Suite 103, Mercer Island, WA 98040
- Website
- theplannersedge.com
- Phone
- 206-232-4500
- SEC file
- 801-120913
- Structure
- Washington LLC
- Fiscal year end
- December
The Planner's Edge uses Charles Schwab ($171M) as custodian for its separately managed accounts. The Planner's Edge does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $171M100%
At year end, The Planner's Edge’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks7%
- Funds93%
How many clients does The Planner's Edge have?
The Planner's Edge has 213 clients and manages $179 million for them, as of February 2026. They include 168 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does The Planner's Edge offer?
The Planner's Edge provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Planner's Edge charge?
The Planner's Edge charges 0.20%–1.50% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: THE PLANNER'S EDGE ADV 2A FEB 2026, filed 25 February 2026
Which custodians does The Planner's Edge use?
The Planner's Edge’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does The Planner's Edge have?
The Planner's Edge has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Planner's Edge invest in?
At the end of its last fiscal year, The Planner's Edge’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs) and 7% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Planner's Edge?
The Planner's Edge’s direct owners are Jeffrey Ross (75% or more) and Ryan Rourke (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does The Planner's Edge get paid?
The Planner's Edge is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Planner's Edge?
The Planner's Edge’s main office is at 2737 78th Avenue Se, Suite 103, Mercer Island, WA 98040. Its phone number is 206-232-4500. Its website is theplannersedge.com.