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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2011
- Office Locations
- 1
Office Locations
About THE Planner's Edge LLC
The Planner’s Edge, LLC is a Seattle-area RIA serving the Pacific Northwest and remote clients, focused on organizing and simplifying households’ “serious money” for sustainable lifestyle and legacy goals. The team delivers comprehensive financial planning and portfolio management with an emphasis on asset allocation and risk management, using mutual funds and ETFs. Custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY DAVID ROSS
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #735840
- Ownership
- 75% or more
RYAN JOSEPH ROURKE
Financial Advisor, General Partner, Managing Member
- CRD
- #6060980
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DEANNA JEAN NOWADNICK
Sales Assistant
- CRD
- #1030531
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,713,196 | $261,659 |
| Non-Discretionary | $0 | -- |
| Total | $178,713,196 | $261,659 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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