{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/114616#adviser","name":"THE PLANNER'S EDGE LLC","alternateName":"THE PLANNER'S EDGE LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"114616"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-120913"}],"address":{"@type":"PostalAddress","addressLocality":"MERCER ISLAND","addressRegion":"WA","postalCode":"98040","addressCountry":"United States"},"url":"HTTP://WWW.THEPLANNERSEDGE.COM","description":"THE PLANNER'S EDGE LLC is a Registered Investment Adviser based in MERCER ISLAND, WA. Reports $178,713,196 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":178713196},{"@type":"PropertyValue","propertyID":"Number of accounts","value":683},{"@type":"PropertyValue","propertyID":"Employees","value":3},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/114616","https://reports.adviserinfo.sec.gov/reports/ADV/114616/PDF/114616.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T21:49:30.876Z"}}