2020 Financial Planning LLC

2020 Financial Planning LLC (CRD# 153979) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at 2020 Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Stacy M. Ployhar
CRD#: 5794242
1700 7th Avenue, Suite 2100 Pmb 260, Seattle, WA 98101

Stacy Ployhar (CRD# 5794242) is an Investment Advisor Representative working at 2020 Financial Planning LLC in Seattle, WA and has over 6 years of experience in the finance industry. Stacy Ployhar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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