2020 Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
2020 Financial Planning LLC is an independent registered investment adviser that provides financial planning and portfolio management services to individual clients, as described in its Form ADV Part 2 brochure. The firm operates as a solo practice and uses percentage‑of‑assets‑under‑management fees for its advisory services, a common structure among independent advisers.
The brochure outlines the firm’s methods of analysis, investment strategies, and account review procedures, indicating a process that integrates investment management with ongoing reviews and implementation responsibilities. The ADV also addresses custody, brokerage practices, and the firm’s approach to investment discretion and trading, suggesting it handles both planning and portfolio execution for its clients.
What is distinctive about 2020 Financial Planning is its scale and client concentration: the ADV reports one advisor, one client, and approximately $2.85 million in assets under management, a profile that is atypical among independent RIAs that generally serve broader client bases. This concentrated structure points to a business model focused on a single principal client relationship rather than a diversified retail client roster.
Client services
Fee options
Fixed fees available for comprehensive financial plans; typical fee $2,500
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.75%
$250 per hour for consulting services
Account minimum: $500,000 Fee-only: Fees are charged based on assets under management using tiered rates as detailed above.
Main office
1700 7th Avenue, Suite 2100 (Premier Workspaces)
Seattle WA 98101
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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