Ryan Rourke
Ryan Rourke is a registered investment advisor at The Planner's Edge LLC, based in Mercer Island, WA, with 10 years of industry experience. Ryan 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
Ryan is a licensed insurance producer in Washington, but is not currently conducting insurance sales. He is also the owner of Terra Firma Financial, LLC, which does not provide advisory services, and a volunteer board member for The Bertschi School, dedicating minimal time.
Employment History
Current Registrations
The Planner's Edge LLC
Previous Registrations
Northwest Asset Management
MML Investors Services, LLC
MML Investors Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.