Ryan Rourke
The Planner's Edge · Mercer Island, Washington
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.
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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 6060980 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.theplannersedge.com |
| Profile |
How Ryan'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 Ryan
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.
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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