Deanna Nowadnick is a registered investment advisor at The Planner's Edge LLC, based in Mercer Island, WA, with 9 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 213 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fees are negotiable at The Planner's Edge's sole discretion. All clients do not pay the same fee.
Fee Estimator
Location
2737 78th Avenue Se, Suite 103, Mercer Island, WA, 98040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Deanna is the owner of a self-publishing business focused on her own writing. This activity is not investment-related.
Employment History
Current Registrations
The Planner's Edge LLC
State Registrations1 state
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