The Planner’s Edge is a fee-only Registered Investment Advisor. This means that we receive no compensation from any outside person or company for the recommendations we make to you. Our only compensation comes directly from you, our client. As fiduciaries, we are legally and ethically bound to act in your best interests when making investment recommendations.
We offer one-time development of a financial plan for a set fee, which we will discuss in advance of our work. This fee may be waived or credited if the planning services are intended to be part of an ongoing planning and investment relationship.
An ongoing planning and investment relationship involves a monthly fee drawn directly from cash in your investment account. The fee is based on the total balance of all household accounts we manage for you, with a tiered fee structure that lowers the rate as your balance exceeds each tier level.
For more details, please contact our office or request our Form ADV, which outlines our fee schedule and services in greater detail.
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Schwab is a registered broker-dealer, and is not affiliated with The Planner’s Edge, LLC or any advisor(s) whose name(s) appears on this website. The Planner’s Edge, LLC is independently owned and operated. Schwab neither endorses nor recommends The Planner’s Edge, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with The Planner’s Edge, LLC under which Schwab provides The Planner’s Edge, LLC with services related to your account. Schwab does not review The Planner’s Edge, LLC website(s), and makes no representation regarding the content of the Website(s). The information contained in The Planner’s Edge, LLC website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
