2020 Financial Planning LLC

2020 Financial Planning LLC (CRD# 153979) is a financial advisory firm headquartered in Seattle, WA. They manage $2,290,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1700 7th Avenue, Suite 2100 (premier Business Center), Seattle, WA 98101
http://www.2020financialplanningllc.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,290,000
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at 2020 Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stacy Ployhar, financial advisor Seattle WA
Stacy M. Ployhar
CRD#: 5794242
1700 7th Avenue, Suite 2100 (premier Business Center), Seattle, WA 98101

Stacy Ployhar (CRD# 5794242) is an Investment Advisor Representative working at 2020 Financial Planning LLC in Seattle, WA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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