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2020 FINANCIAL PLANNING LLC
2020 Financial Planning LLC is an independent fee-only fiduciary firm offering goal-based financial planning and investment management. It provides two levels...
2020 FINANCIAL PLANNING LLC
2020 Financial Planning LLC is an independent fee-only fiduciary firm offering goal-based financial planning and investment management. It provides two levels of financial planning and one level of investment management. The firm works with professionals, pre-retirees, and those pursuing financial independence, including FIRE and Coast FIRE, across industries such as tech, the public sector, and nonprofit work.
General information
Firm type
RIA
Year founded
2010
Location
City
Seattle
Principals
Stacy Ployhar
Fee-Only Certified Financial Planner® and founder
Frequently asked questions
Who runs investment decisions at 2020 Financial Planning LLC?
No named principals or investment committee members have been identified in public records. The firm's ownership and leadership structure remain undisclosed.
Does 2020 Financial Planning LLC manage direct investments or fund commitments?
No information exists in the public domain regarding the firm's involvement in direct investments, fund commitments, or any private-market activity. The firm's investment posture cannot be determined.
How is 2020 Financial Planning LLC regulated?
As an RIA, 2020 Financial Planning LLC is subject to fiduciary standards and regulatory oversight by either the SEC or state securities authorities. No specific registration details have been confirmed.
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