Firm
The Planner's Edge
Mercer Island, Washington
Fee-only
The Planner's Edge at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 213 individual clients, 45 of them high net worth.
- Its average account is about $262,000 (assets it manages divided by its 683 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Mercer Island, Washington |
|---|---|
| Website | theplannersedge.com |
| [email protected] | |
| Phone | (206) 232-4500 |
The Planner's Edge fees
The Planner's Edge doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $179 million |
| Individual clients | 168 |
| High-net-worth clients | 45 |
| Accounts managed | 683 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120913) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 114616 |