# The Planner's Edge LLC

> The Planner's Edge LLC is an SEC-registered investment advisory firm in Mercer Island, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 114616
- Filed as: THE PLANNER'S EDGE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mercer Island, WA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114616
- AdvisorCensus page: https://advisorcensus.com/firm/the-planner-s-edge-llc-mercer-island-wa-114616

## Quick answers

**How is The Planner's Edge LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Planner's Edge LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Planner's Edge LLC located?**
The Planner's Edge LLC's principal office is in Mercer Island, WA, according to its Form ADV.

**Is The Planner's Edge LLC registered with the SEC or a state?**
The Planner's Edge LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 114616.

**How much does The Planner's Edge LLC manage?**
The Planner's Edge LLC reports $178,713,196 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have The Planner's Edge LLC's assets and staff changed since 2021?**
In the Form ADV data for The Planner's Edge LLC: Regulatory assets under management: $127,147,487 in the October 2021 data and $178,713,196 in the October 2026 data, up 41%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Planner's Edge LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (45).

**Which custodians does The Planner's Edge LLC use?**
The Planner's Edge LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Planner's Edge LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114616

**Does The Planner's Edge LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We do not have a required minimum account size for our client’s accounts. Some investments such as mutual funds may have minimum investment amounts."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> We do not have a required minimum account size for our client’s accounts. Some investments such as mutual funds may have minimum investment amounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $178,713,196
- Discretionary: $178,713,196
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 168 | $70,556,298 |
| High net worth individuals | 45 | $108,156,898 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theplannersedge.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,147,487 | 3 | May 3, 2021 |
| October 2022 | $147,864,886 | 3 | February 14, 2022 |
| October 2023 | $128,514,707 | 3 | January 31, 2023 |
| October 2024 | $142,331,820 | 2 | March 7, 2024 |
| October 2025 | $186,684,510 | 3 | April 14, 2025 |
| October 2026 | $178,713,196 | 3 | February 25, 2026 |

Regulatory assets under management: $127,147,487 in the October 2021 data and $178,713,196 in the October 2026 data, up 41%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Planner's Edge LLC (CRD 114616): Form ADV filing data as of October 2026.