# Planner's Edge

Planner's Edge is a Bank / Wealth / Trust based in Mercer Island, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mercer Island, United States
- **Region:** North America
- **Address:** Mercer Island, WA, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** theplannersedge.com

## Regulatory record

- **CRD number:** 114616
- **SEC file number:** 801-120913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114616

## About

Planner's Edge was founded in 1981 as a Washington-based registered investment advisor and has maintained a single-location presence on Mercer Island for over four decades. The firm advises individuals, high-net-worth clients, and trusts, positioning itself within the Pacific Northwest's private wealth ecosystem. The firm's investment approach centers on discretionary portfolio management paired with comprehensive financial planning. The lack of published fund vehicles or named co-investors points toward a service model built around customized separately managed accounts rather than pooled institutional products. Geographic focus is concentrated in the Greater Seattle area, consistent with the firm's single-office structure and the deep technology and industrial wealth generated in the region. Operational scale remains opaque: the firm does not publicly disclose assets under advisement, professional headcount, or formal growth targets. This low-profile posture is common among smaller advisory practices that prioritize client continuity over institutional brand-building. No adjacent philanthropic foundations, club memberships, or real-asset arms have been publicly linked to the entity. Structurally, Planner's Edge represents the classic durable RIA — a fiduciary model unburdened by proprietary product distribution, balance-sheet risk, or holding-company consolidation pressure. This independence distinguishes it from wirehouse-affiliated wealth practices and gives it flexibility in manager selection and client service cadence.

## Questions

### Does Planner's Edge offer products or only advisory services?

As an RIA with no published proprietary funds, co-investment vehicles, or alternative asset platforms, Planner's Edge almost certainly operates as a fee-based advisory practice rather than a product manufacturer. Its fiduciary duty means it selects external investments for client portfolios but does not create or distribute its own financial products.

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- [Branson Fowlkes & Co](https://altss.com/profile/branson-fowlkes-and-co)
- [Robert Gordon & Associates](https://altss.com/profile/robert-gordon-and-associates)

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Last updated: 2026-08-11T02:43:31.692Z

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