Deanna Nowadnick
The Planner's Edge · Mercer Island, Washington
Deanna Nowadnick is a fee-only financial advisor at The Planner's Edge in Mercer Island, Washington. Deanna charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
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Facts
| Firm | The Planner's Edge |
|---|---|
| Based in | Mercer Island, Washington |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Assets under management | $178.7M across 683 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1030531 |
| Exams passed | Series 63 (1982) · Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.theplannersedge.com |
| Profile |
How Deanna's firm compares
- The Planner's Edge's average account is about $262,000, from its Form ADV (assets managed divided by 683 accounts).
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Questions about Deanna
Is Deanna Nowadnick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Deanna holds no broker registration, and The Planner's Edge reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Deanna charge for financial advice?
Deanna charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
Does Deanna work with clients virtually?
Yes. The Planner's Edge says on its website that it works with clients remotely.
Where is Deanna Nowadnick based?
Deanna Nowadnick is based in Mercer Island, Washington.
Is Deanna Nowadnick registered with the SEC?
Yes. Deanna Nowadnick is registered as an investment adviser representative in WA (CRD 1030531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Planner's Edge manage?
The Planner's Edge reports $178.7M across 683 accounts in assets under management.
How do I contact Deanna Nowadnick?
Through Deanna's website, www.theplannersedge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Planner's Edge website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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