The Planner's Edge LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300, and our flat fees typically range from $1,500 to $50,000 or more, depending on the scope, complexity, and number of components of The Serious Money Approach™ the client desires.”

Flat or project fee

$1,500⁠-⁠$50,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How The Planner's Edge LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “One-half of this fee is billed up front during the first consultation and the second half of the fee is due at the conclusion of the financial planning engagement...”
• “Fees are negotiable at our sole discretion.”
• “Our asset-based fee is billed monthly, in arrears, based on the average daily balance of the account for the month.”

How The Planner's Edge LLC’s fees compare

• Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Mercer Island that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Washington median of $3,250. 97% of the 103 other Washington planners that publish a flat or project fee charge less.

About The Planner's Edge LLC

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

213

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$178,713,196

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114616

Website

theplannersedge.com (opens in new tab)

Phone

(206) 232-4500

Can advise clients in 2 states: California, Washington

Other planners in Mercer Island that publish fees

• DLK Investment Advisors, LLCMercer Island$250⁠-⁠$500/hr, $3,000/yr
• Goldbloom Wealth Management LLCMercer Island$500/hr, $1,000⁠-⁠$20,000
• Mercer Island Capital Management, LLCMercer Island$250/hr, $4,375⁠-⁠$17,500/qtr
• Paysse Jennison Financial Advisors, Paysse JennisonMercer Island$175/hr
• Vega Financial LLCMercer Island$400/hr

Compare all 8 planners in Mercer Island