THE PLANNER'S EDGE LLC
SEC RegisteredLet's Build your Financial Future Together!
About the firm
At The Planner's Edge®, the team organizes and simplifies clients' financial lives for clarity, transforms complexities into clear, actionable strategies for confidence, and regularly reviews and measures progress. Based in the Seattle area and serving the Pacific Northwest and beyond, the firm can guide clients' financial journeys locally or remotely with strategies aligned to their goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning covering retirement, tax optimization, estate planning, and cash flow management; and investment management utilizing time-tested strategies to build long-term portfolios aligned with clients' life objectives.
Who they serve
Individuals seeking financial clarity and confidence, including those planning for retirement, managing serious money, and making major life decisions, served in the Pacific Northwest and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 168 | $71M |
| High Net Worth Individuals | 45 | $108M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.50% |
| Next $150,000 | 1.25% |
| Next $250,000 | 1.00% |
| Next $500,000 | 0.85% |
| Next $1,500,000 | 0.75% |
| Next $2,500,000 | 0.65% |
| Next $5,000,000 | 0.55% |
| Next $15,000,000 | 0.45% |
| Next $25,000,000 | 0.30% |
| Above $50,000,000 | 0.20% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE PLANNER'S EDGE LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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