The Planner's Edge LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Planner’s Edge serves individual clients, including high‑net‑worth households and trusts, offering customized financial planning and discretionary portfolio management. Services are organized under its branded Serious Money Approach™, which can be delivered as standalone planning engagements or as ongoing management.
The firm’s investment process emphasizes asset allocation, diversification, and rebalancing and combines fundamental due diligence on managers with technical analysis and a stated set of guiding principles (Faith in the Future, Patience, and Discipline). Clients under management receive periodic reporting such as the one‑page Serious Money Portfolio Snapshot™, a Portfolio Average Daily Balance (ADB) report, and the Serious Money Talks™ monthly newsletter containing general investment principles and opinions.
Noteworthy for a small, supported advisory team, The Planner’s Edge publishes a regular client newsletter (Serious Money Talks™), a feature relatively uncommon among peers, and embeds multiple operational components in its Serious Money Approach™ (including paperwork and “in‑motion” money management). The firm also offers customized aggregation and monitoring of outside custodial assets via data feeds and tailored reporting, in addition to its discretionary portfolio services.
Client services
Expertise
Fee options
Financial planning flat fees typically range from $1,500 to $50,000 or more depending on scope and complexity
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.45% $25,000,001 - $50,000,000: 0.30% $50,000,001+: 0.20%
Typically $300 per hour
Fee-only: Hourly rate typically $300 per hour; flat fees for financial planning typically range from $1,500 to $50,000 or more; fixed fees for portfolio management services possible through negotiation
Main office
2737 78th Ave SE, #103
Mercer Island WA 98040
Advisors at this office
3
Most active in
California · Washington
Also doing business as
Jeffrey David Ross · Ross, Jeffrey David · The Planner's Edge · The Planner's Edge LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan R
Series 66
Mercer Island, WA
The Planner's Edge LLC
Ryan Rourke is a financial advisor at The Planner’s Edge LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including MassMutual Life Insurance Company, Mass Mutual Investors Services, Northwest Asset Management, and Raymond James Financial. Outside of his advisory work, he serves as a volunteer member of the Board of Trustees for The Bertschi School. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, rebalancing, and combines fundamental due diligence with technical analysis, while offering clients periodic reporting and a monthly newsletter.
Deanna N
Series 63, Series 65
Mercer Island, WA
The Planner's Edge LLC
Deanna Nowadnick is a financial advisor at The Planner's Edge LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Planner's Edge since 1990. Outside of advising, she is involved in self-publishing her own writing. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, offering customized financial planning and discretionary portfolio management through its Serious Money Approach™, which emphasizes asset allocation, diversification, and disciplined investment principles.
Jeffrey R
CFP®, Series 63
Mercer Island, WA
The Planner's Edge LLC
Jeffrey Ross is a CFP® and holds a Series 63 license with 14 years of industry experience. He has been with The Planner’s Edge LLC since 1998 and has worked as a financial advisor under his own name since 1983. Outside of his advisory work, he serves as the treasurer for the Islandaire HOA. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, and rebalancing, combining fundamental manager due diligence with technical analysis and guiding principles.
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