Active
THE PLANNER'S EDGE LLC
Investment Advice|MERCER ISLAND, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$186.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 186.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 114616 |
| SEC Number | 801-120913 |
| Street Address | 2737 78TH AVENUE SE |
| Street Address 2 | SUITE 103 |
| Location | MERCER ISLAND, WA 98040 |
| Country | United States |
| Phone | 206-232-4500 |
| Fax | 866-743-4090 |
| Total Employees | 3 |
Client Count by Type (198 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 150 |
| High Net Worth Individual… | 48 |
Community Partners
AARON BROOKS FOUNDATION
CITY OF ALGONA
CITY OF AUBURN
CITY OF BELLEVUE
CITY OF BURIEN
CITY OF CARNATION
CITY OF COVINGTON
CITY OF DES MOINES
CITY OF DUVALL
CITY OF ENUMCLAW
CITY OF FEDERAL WAY
CITY OF ISSAQUAH
CITY OF KENMORE
CITY OF KENT
CITY OF KIRKLAND
CITY OF LAKE FOREST PARK
CITY OF MAPLE VALLEY
CITY OF MEDINA
CITY OF MERCER ISLAND
CITY OF MONROE
AARON BROOKS FOUNDATION
CITY OF ALGONA
CITY OF AUBURN
CITY OF BELLEVUE
CITY OF BURIEN
CITY OF CARNATION
CITY OF COVINGTON
CITY OF DES MOINES
CITY OF DUVALL
CITY OF ENUMCLAW
CITY OF FEDERAL WAY
CITY OF ISSAQUAH
CITY OF KENMORE
CITY OF KENT
CITY OF KIRKLAND
CITY OF LAKE FOREST PARK
CITY OF MAPLE VALLEY
CITY OF MEDINA
CITY OF MERCER ISLAND
CITY OF MONROE
AARON BROOKS FOUNDATION
CITY OF ALGONA
CITY OF AUBURN
CITY OF BELLEVUE
CITY OF BURIEN
CITY OF CARNATION
CITY OF COVINGTON
CITY OF DES MOINES
CITY OF DUVALL
CITY OF ENUMCLAW
CITY OF FEDERAL WAY
CITY OF ISSAQUAH
CITY OF KENMORE
CITY OF KENT
CITY OF KIRKLAND
CITY OF LAKE FOREST PARK
CITY OF MAPLE VALLEY
CITY OF MEDINA
CITY OF MERCER ISLAND
CITY OF MONROE
Municipal Government
47 Active
47
Organizations
A REGIONAL COALITION FOR HOUSING
CASCADE WATER ALLIANCE
CEDAR RIVER WATER AND SEWER DISTRICT
COAL CREEK UTILITY DISTRICT 107
COMMUNITY ROOTS HOUSING
COVINGTON WATER DISTRICT
DES MOINES POOL METROPOLITAN PARK DISTRICT
EAST KING COUNTY REGIONAL WATER ASSOCIATION
EASTSIDE FIRE AND RESCUE
EASTSIDE FIRE & RESCUE
ECITYGOV ALLIANCE
FALL CITY METROPOLITAN PARK DISTRICT
FALL CITY WATER DISTRICT
HARBORVIEW MEDICAL CENTER
HIGHLANDS SEWER DISTRICT
HIGHLINE WATER DISTRICT INC
K C RURAL LIBRARY DISTRICT
KENT FIRE DEPARTMENT REGIONAL FIRE AUTHORITY
KENT SPECIAL EVENTS CENTER PUBLIC FACILITIES DISTRICT
KING CONSERVATION DISTRICT
A REGIONAL COALITION FOR HOUSING
CASCADE WATER ALLIANCE
CEDAR RIVER WATER AND SEWER DISTRICT
COAL CREEK UTILITY DISTRICT 107
COMMUNITY ROOTS HOUSING
COVINGTON WATER DISTRICT
DES MOINES POOL METROPOLITAN PARK DISTRICT
EAST KING COUNTY REGIONAL WATER ASSOCIATION
EASTSIDE FIRE AND RESCUE
EASTSIDE FIRE & RESCUE
ECITYGOV ALLIANCE
FALL CITY METROPOLITAN PARK DISTRICT
FALL CITY WATER DISTRICT
HARBORVIEW MEDICAL CENTER
HIGHLANDS SEWER DISTRICT
HIGHLINE WATER DISTRICT INC
K C RURAL LIBRARY DISTRICT
KENT FIRE DEPARTMENT REGIONAL FIRE AUTHORITY
KENT SPECIAL EVENTS CENTER PUBLIC FACILITIES DISTRICT
KING CONSERVATION DISTRICT
A REGIONAL COALITION FOR HOUSING
CASCADE WATER ALLIANCE
CEDAR RIVER WATER AND SEWER DISTRICT
COAL CREEK UTILITY DISTRICT 107
COMMUNITY ROOTS HOUSING
COVINGTON WATER DISTRICT
DES MOINES POOL METROPOLITAN PARK DISTRICT
EAST KING COUNTY REGIONAL WATER ASSOCIATION
EASTSIDE FIRE AND RESCUE
EASTSIDE FIRE & RESCUE
ECITYGOV ALLIANCE
FALL CITY METROPOLITAN PARK DISTRICT
FALL CITY WATER DISTRICT
HARBORVIEW MEDICAL CENTER
HIGHLANDS SEWER DISTRICT
HIGHLINE WATER DISTRICT INC
K C RURAL LIBRARY DISTRICT
KENT FIRE DEPARTMENT REGIONAL FIRE AUTHORITY
KENT SPECIAL EVENTS CENTER PUBLIC FACILITIES DISTRICT
KING CONSERVATION DISTRICT
Special District
112 Active
112
Organizations
AUBURN SCHOOL DISTRICT 408
BELLEVUE SCHOOL DISTRICT 405
COUNTY OF KING SCHOOL DISTRICT NO 402
ENUMCLAW SCHOOL DISTRICT 216
FEDERAL WAY SCHOOL DISTRICT 210
HIGHLINE SCHOOL DISTRICT 401
ISSAQUAH SCHOOL DISTRICT 411
KENT SCHOOL DISTRICT 415
LAKE WASHINGTON SCHOOL DISTRICT 414
LWSD #414
MERCER ISLAND SCHOOL DISTRICT 400
RENTON SCHOOL DISTRICT 403
RIVERVIEW SCHOOL DISTRICT 407
RVCD
SCHOOL DIST 103 SNOHOMISH COUNTY
SEATTLE SCHOOL DISTRICT 1
SHORELINE SCHOOL DISTRICT 412
SKYKOMISH SCHOOL DISTRICT 404
SNOQUALMIE VALLEY SCHOOL DISTRICT 410
TAHOMA SCHOOL DISTRICT 409
AUBURN SCHOOL DISTRICT 408
BELLEVUE SCHOOL DISTRICT 405
COUNTY OF KING SCHOOL DISTRICT NO 402
ENUMCLAW SCHOOL DISTRICT 216
FEDERAL WAY SCHOOL DISTRICT 210
HIGHLINE SCHOOL DISTRICT 401
ISSAQUAH SCHOOL DISTRICT 411
KENT SCHOOL DISTRICT 415
LAKE WASHINGTON SCHOOL DISTRICT 414
LWSD #414
MERCER ISLAND SCHOOL DISTRICT 400
RENTON SCHOOL DISTRICT 403
RIVERVIEW SCHOOL DISTRICT 407
RVCD
SCHOOL DIST 103 SNOHOMISH COUNTY
SEATTLE SCHOOL DISTRICT 1
SHORELINE SCHOOL DISTRICT 412
SKYKOMISH SCHOOL DISTRICT 404
SNOQUALMIE VALLEY SCHOOL DISTRICT 410
TAHOMA SCHOOL DISTRICT 409
AUBURN SCHOOL DISTRICT 408
BELLEVUE SCHOOL DISTRICT 405
COUNTY OF KING SCHOOL DISTRICT NO 402
ENUMCLAW SCHOOL DISTRICT 216
FEDERAL WAY SCHOOL DISTRICT 210
HIGHLINE SCHOOL DISTRICT 401
ISSAQUAH SCHOOL DISTRICT 411
KENT SCHOOL DISTRICT 415
LAKE WASHINGTON SCHOOL DISTRICT 414
LWSD #414
MERCER ISLAND SCHOOL DISTRICT 400
RENTON SCHOOL DISTRICT 403
RIVERVIEW SCHOOL DISTRICT 407
RVCD
SCHOOL DIST 103 SNOHOMISH COUNTY
SEATTLE SCHOOL DISTRICT 1
SHORELINE SCHOOL DISTRICT 412
SKYKOMISH SCHOOL DISTRICT 404
SNOQUALMIE VALLEY SCHOOL DISTRICT 410
TAHOMA SCHOOL DISTRICT 409
School District
22 Active
22
Organizations
100 BILLION MEALS CHALLENGE FUND
100 BLACK MEN OF GREATER SEATTLE
100 BLACK MEN OF SEATTLE
101 CLUB
10 TALENTS
115 DUWAMISH-GREEN CHAPTER OF TROUT UNLIMITED
12001 VENTURA CORPORATION
12437 WOODINVILLE
12 BASKETS
15TH STREET BALLARD GUILD
17TH OF MAY SEATTLE
1801
1861 NIL FOUNDATION
188 Foundation
1997 NORTH AMERICAN CHAMPIONSHIP COMMITTEE INC
1COMMUNITY4LIFE INC
1ST AND 10 BOOSTER CLUB DECATUR HIGHT SCHOOL FOOTBALL
1ST LT ROBERT N BENNEDSEN MEMORIAL PROJECT
1World1Sky
2013 43RD AVENUE EAST ASSOCIATION OF APARTMENT OWNERS
100 BILLION MEALS CHALLENGE FUND
100 BLACK MEN OF GREATER SEATTLE
100 BLACK MEN OF SEATTLE
101 CLUB
10 TALENTS
115 DUWAMISH-GREEN CHAPTER OF TROUT UNLIMITED
12001 VENTURA CORPORATION
12437 WOODINVILLE
12 BASKETS
15TH STREET BALLARD GUILD
17TH OF MAY SEATTLE
1801
1861 NIL FOUNDATION
188 Foundation
1997 NORTH AMERICAN CHAMPIONSHIP COMMITTEE INC
1COMMUNITY4LIFE INC
1ST AND 10 BOOSTER CLUB DECATUR HIGHT SCHOOL FOOTBALL
1ST LT ROBERT N BENNEDSEN MEMORIAL PROJECT
1World1Sky
2013 43RD AVENUE EAST ASSOCIATION OF APARTMENT OWNERS
100 BILLION MEALS CHALLENGE FUND
100 BLACK MEN OF GREATER SEATTLE
100 BLACK MEN OF SEATTLE
101 CLUB
10 TALENTS
115 DUWAMISH-GREEN CHAPTER OF TROUT UNLIMITED
12001 VENTURA CORPORATION
12437 WOODINVILLE
12 BASKETS
15TH STREET BALLARD GUILD
17TH OF MAY SEATTLE
1801
1861 NIL FOUNDATION
188 Foundation
1997 NORTH AMERICAN CHAMPIONSHIP COMMITTEE INC
1COMMUNITY4LIFE INC
1ST AND 10 BOOSTER CLUB DECATUR HIGHT SCHOOL FOOTBALL
1ST LT ROBERT N BENNEDSEN MEMORIAL PROJECT
1World1Sky
2013 43RD AVENUE EAST ASSOCIATION OF APARTMENT OWNERS
Nonprofit Organization
16157 Active
16157
Organizations
Community Partners169 organizations
AARON BROOKS FOUNDATION
Municipal Government·SEATTLE
COUNTY OF KING
Municipal Government·SEATTLE
DELICIOUS DUMPLINGS, LLC
Municipal Government·AUBURN
ENUMCLAW GENERAL INFORMATION
Municipal Government·ENUMCLAW
HIGHLINE AREA FOOD BANK
Municipal Government·BURIEN
OFFICE FOR CIVIL RIGHTS
Municipal Government·SEATTLE
PUGET SOUND EDUCATIONAL SERVICE DISTRICT
Municipal Government·RENTON
SOLID GROUND WOMEN'S CRISIS CENTER
Municipal Government·SEATTLE
SOUTH CORRECTIONAL ENTITY
Municipal Government·DES MOINES
COMMUNITY ROOTS HOUSING
Special District·SEATTLE
DES MOINES POOL METROPOLITAN PARK DISTRICT
Special District·DES MOINES
EAST KING COUNTY REGIONAL WATER ASSOCIATION
Special District·CARNATION
EASTSIDE FIRE & RESCUE
Special District·ISSAQUAH
FALL CITY WATER DISTRICT
Special District·FALL CITY
HARBORVIEW MEDICAL CENTER
Special District·SEATTLE
HIGHLANDS SEWER DISTRICT
Special District·MONROE
HIGHLINE WATER DISTRICT INC
Special District·KENT
K C RURAL LIBRARY DISTRICT
Special District·ISSAQUAH
KENT SPECIAL EVENTS CENTER PUBLIC FACILITIES DISTRICT
Special District·KENT
KING CONSERVATION DISTRICT
Special District·RENTON
KING COUNTY AIRPORT DISTRICT 1
Special District·VASHON
KING COUNTY CEMETERY DISTRICT 1
Special District·VASHON
KING COUNTY DRAINAGE DISTRICT 1
Special District·KENT
KING COUNTY DRAINAGE DISTRICT 13
Special District·ENUMCLAW
KING COUNTY DRAINAGE DISTRICT 2
Special District·KENT
KING COUNTY DRAINAGE DISTRICT 5
Special District·ENUMCLAW
KING COUNTY DRAINAGE DISTRICT 6
Special District·ENUMCLAW
KING COUNTY DRAINAGE DISTRICT 7
Special District·DUVALL
KING COUNTY FIRE DISTRICT 13
Special District·VASHON
KING COUNTY FIRE PROT DIST 27
Special District·FALL CITY
KING COUNTY FIRE PROTECTION DISTRICT 10
Special District·ISSAQUAH
KING COUNTY FIRE PROTECTION DISTRICT 24
Special District·LANGLEY
KING COUNTY FIRE PROTECTION DISTRICT 31
Special District·AUBURN
KING COUNTY FIRE PROTECTION DISTRICT 37
Special District·KENT
KING COUNTY FIRE PROTECTION DISTRICT 47
Special District·RAVENSDALE
KING COUNTY FIRE PROTECTION DISTRICT 50
Special District·SKYKOMISH
KING COUNTY METRO TRANSIT
Special District·SEATTLE
COUNTY OF KING SCHOOL DISTRICT NO 402
School District·VASHON
LWSD #414
School District·REDMOND
RVCD
School District·SEATTLE
SCHOOL DIST 103 SNOHOMISH COUNTY
School District·MONROE
SKYKOMISH SCHOOL DISTRICT 404
School District·SKYKOMISH
SNOQUALMIE VALLEY SCHOOL DISTRICT 410
School District·SNOQUALMIE
100 BILLION MEALS CHALLENGE FUND
Nonprofit Organization·SEATTLE
100 BLACK MEN OF GREATER SEATTLE
Nonprofit Organization·Seattle
100 BLACK MEN OF SEATTLE
Nonprofit Organization·Seattle
101 CLUB
Nonprofit Organization·SEATTLE
10 TALENTS
Nonprofit Organization·WOODINVILLE
115 DUWAMISH-GREEN CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·DES MOINES
12001 VENTURA CORPORATION
Nonprofit Organization·SEATTLE
12437 WOODINVILLE
Nonprofit Organization·WOODINVILLE
12 BASKETS
Nonprofit Organization·FEDERAL WAY
15TH STREET BALLARD GUILD
Nonprofit Organization·Seattle
17TH OF MAY SEATTLE
Nonprofit Organization·SEATTLE
1801
Nonprofit Organization·Federal Way
1861 NIL FOUNDATION
Nonprofit Organization·Seattle
188 Foundation
Nonprofit Organization·Newcastle
1997 NORTH AMERICAN CHAMPIONSHIP COMMITTEE INC
Nonprofit Organization·Redmond
1COMMUNITY4LIFE INC
Nonprofit Organization·Federal Way
1ST AND 10 BOOSTER CLUB DECATUR HIGHT SCHOOL FOOTBALL
Nonprofit Organization·federal way
1ST LT ROBERT N BENNEDSEN MEMORIAL PROJECT
Nonprofit Organization·Vashon
1World1Sky
Nonprofit Organization·RENTON
2013 43RD AVENUE EAST ASSOCIATION OF APARTMENT OWNERS
Nonprofit Organization·Seattle
2013 NATIONAL LEAGUE OF CITIES CONFERENCE ORGANIZING COMMITTEE
Nonprofit Organization·Seattle
2018 SPECIAL OLYMPICS USA GAMES
Nonprofit Organization·SEATTLE
2030 DISTRICTS NETWORK
Nonprofit Organization·SEATTLE
206 UNIVERSAL DBA 206 ZULU
Nonprofit Organization·SEATTLE
206 ZULU
Nonprofit Organization·SEATTLE
21 CLUB
Nonprofit Organization·Maple Valley
21 PROGRESS
Nonprofit Organization·SEATTLE
21 PROGRESS FUND
Nonprofit Organization·SEATTLE
21ST CENTURY BASIC HUMAN SERVICES
Nonprofit Organization·SEATTLE
21ST CENTURY CHINESE CULTURE ASSOCIATION
Nonprofit Organization·Seattle
21ST CENTURY MEN
Nonprofit Organization·Seattle
2325467 WORDWISE TOASTMASTERS
Nonprofit Organization·BELLEVUE
23RD AND CHERRY FELLOWSHIP HALL
Nonprofit Organization·SEATTLE
25100 GLOBE LLC
Nonprofit Organization·SEATTLE
28675512 450 ALASKAN TOASTMASTERS
Nonprofit Organization·Snoqualmie
2 NORTHWEST REGION
Nonprofit Organization·Seattle
300 TREES
Nonprofit Organization·Bellevue
350 EASTSIDE
Nonprofit Organization·Sammamish
350 SEATTLE
Nonprofit Organization·SEATTLE
350 Seattle Action
Nonprofit Organization·Seattle
360 LIGHT INTERNATIONAL
Nonprofit Organization·Kent
360 SOCIAL IMPACT STUDIOS
Nonprofit Organization·SEATTLE
3830 WA LOC SEA TAC WA CTY EMPLOYEE
Nonprofit Organization·Maple Valley
3P FOUNDATION USA
Nonprofit Organization·Seattle
3RD STREET OWNERS ASSOCIATION
Nonprofit Organization·Kirkland
3RD TIMES A CHARM
Nonprofit Organization·Seattle
3 RINGS SCHOOL OF CIRCUS ARTS
Nonprofit Organization·Seattle
3 SNOQUALMIE VALLEY EMERGENCY RESPONSE GROUP
Nonprofit Organization·Issaquah
3 SUNS
Nonprofit Organization·DUVALL
425 Kids Chess
Nonprofit Organization·Bellevue