Jeffrey Ross
The Planner's Edge · Mercer Island, Washington
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 735840 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.theplannersedge.com |
How Jeffrey'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 Jeffrey
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.
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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