# Jeffrey Ross

> Jeffrey Ross is a fee-only financial advisor at The Planner's Edge in Mercer Island, Washington, who holds the CFP credential. Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

Page: https://find.wellspent.co/advisors/jeffrey-ross/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $178.7M across 683 accounts
- **Credentials:** CFP
- **CRD:** 735840 (https://adviserinfo.sec.gov/individual/summary/735840)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1985)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.theplannersedge.com

## Frequently asked questions

### Is Jeffrey Ross a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### Does Jeffrey work with clients virtually?

Yes. The Planner's Edge says on its website that it works with clients remotely.

### Where is Jeffrey Ross based?

Jeffrey Ross is based in Mercer Island, Washington.

### What credentials does Jeffrey Ross hold?

Jeffrey Ross holds the CFP credential.

### Is Jeffrey Ross registered with the SEC?

Yes. Jeffrey Ross is registered as an investment adviser representative in WA (CRD 735840), 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 Jeffrey Ross?

Through Jeffrey's website, www.theplannersedge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/735840): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://theplannersedge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.