THE PLANNER'S EDGE LLC
SEC Form ADV profile.
Total regulatory AUM
$178,713,196
Discretionary
$178,713,196
Non-discretionary
$0
Firm details
- CRD number
- 114616
- SEC file number
- 801-120913
- Main office
- MERCER ISLAND, WA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.THEPLANNERSEDGE.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.