2020 Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
2020 Financial Planning LLC provides financial planning and portfolio management services to individual clients and reports using a percentage-of-assets fee model. According to its Form ADV brochure, the firm presents standard disclosures on its advisory business and fees (Items 4 and 5) and describes the types of clients it serves (Item 7).
The brochure details the firm’s investment-related practices, including its methods of analysis, investment strategies and discussions of risk (Item 8), as well as procedures for reviewing accounts (Item 13) and how investment discretion is handled (Item 16). These disclosures indicate the firm follows conventional adviser practices for portfolio oversight, trade execution and custody arrangements as set out elsewhere in the brochure (Items 12 and 15).
What is distinctive is the firm’s scale: it reports roughly $2.85 million in regulatory assets under management and servicing a single client, a profile that is much smaller and more concentrated than most independent advisory practices. The Form ADV also includes state-level registration materials (Item 19) and standard compliance topics such as a code of ethics and brokerage practices (Items 11 and 12), suggesting a formalized compliance framework despite the firm’s very small client base.
Client services
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
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