The Planner's Edge LLC

The Planner’s Edge LLC, established in 2017 and registered as an investment advisor in 2018, offers customized financial planning and portfolio management services. The firm's unique approach, The Serious Money Approach™, includes tailored services such as Serious Money Conversations, Thinking Systems, Strategy Management, Portfolio Management, Money-in-Motion Management, and Paperwork Management. Portfolio management services are provided on a discretionary basis, with fees typically based on a percentage of assets under management. Clients may also opt for individual components of The Serious Money Approach for a flat fee. The firm does not charge performance-based fees and acts as a fiduciary, ensuring recommendations are in the client's best interest. The Planner’s Edge LLC serves various clients, including individuals and trusts, with no minimum account size requirement. Investment strategies focus on asset allocation, diversification, and rebalancing, with risk management principles in place. The firm does not receive commission-based compensation and has not been involved in any disciplinary events. Client information is kept confidential, and security measures are in place to protect data. The Planner’s Edge LLC does not vote proxies for client securities and has custody of client funds in limited circumstances.