# Ryan Rourke

> Ryan Rourke is a fee-only financial advisor at The Planner's Edge in Mercer Island, Washington. Ryan charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

Page: https://find.wellspent.co/advisors/ryan-rourke/
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
- **CRD:** 6060980 (https://adviserinfo.sec.gov/individual/summary/6060980)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2015)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.theplannersedge.com

## Frequently asked questions

### Is Ryan Rourke a fee-only financial advisor?

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

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

### Does Ryan work with clients virtually?

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

### Where is Ryan Rourke based?

Ryan Rourke is based in Mercer Island, Washington.

### Is Ryan Rourke registered with the SEC?

Yes. Ryan Rourke is registered as an investment adviser representative in WA (CRD 6060980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Ryan Rourke?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6060980): 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.