2020 Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,854,459
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$2,854,459
About
2020 Financial Planning LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning services. The firm’s filings indicate it uses an asset-based fee model, a common structure among independent advisers.
The firm reports a very small client base and roughly $2.5 million in regulatory assets under management, suggesting its work is delivered directly by the sole advisor and tailored to a limited number of relationships. This structure implies a focus on individualized attention rather than scaled, automated solutions.
A distinctive aspect of the firm is that it reports serving only one client and does not list individual (non-high-net-worth) clients on its Form ADV, which is uncommon among peer independent advisers. Paired with the solo practitioner model and minimal AUM, the firm’s profile is notably narrow in scope compared with typical independent firms.
Client services
Financial planning
Portfolio management
Fee options
$5,000 for comprehensive financial plan
$0 - $1,000,000: 1.00% annually
$250 per hour
Account minimum: $1,000,000
Main office location
2020 Financial Planning LLC
1700 7 Th Avenue, Suite 2100 (Premier Workspaces)
Seattle WA 98101, United States
Number of offices
1
Most active in
2020 Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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