2020 Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,498,000
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$2,498,000
Client services
Fee options
$5,000 for comprehensive financial plan
$0 - $1,000,000: 1.00% annually
$250 per hour
Account minimum: $1,000,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
2020 Financial Planning LLC
1700 7 Th Avenue, Suite 2100 (Premier Workspaces)
Seattle WA 98101, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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