SourcingSourcing

THE PLANNER'S EDGE LLC

A66
CRD 114616·SEC 801-120913·MERCER ISLAND, WA
AUM
$178.7M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$536K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE PLANNER'S EDGE LLC
CRD
114616
SEC file #
801-120913
EIN
—
DBA names
—

Economics

AUM
$178.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$147.9M → $178.7M▲ +21%
Client mix
Individuals Other168
Individuals High Net Worth45

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
MERCER ISLAND WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
theplannersedge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROSS, JEFFREY, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROSS, JEFFREY, DAVID
ROURKE, RYAN, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEPLANNERSEDGE.COM
Rdap Domain Creation Date
1999-10-01T15:38:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-01T15:38:00Z
Rdap Domain Last Changed
2024-11-04T17:14:19Z
Rdap Nameservers
Ns1.greengeeks.netNs2.greengeeks.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
735840
Trust Company Affiliate
No

People (3)

3
ROSS, JEFFREY, DAVID
IAR · Direct Owner · 87.5%
735840
ROURKE, RYAN, JOSEPH
IAR · Direct Owner · 17.5%
6060980
DEANNA JEAN NOWADNICK
IAR
1030531