A complete list of active advisors currently associated with 2020 Financial Planning LLC

Warmer can help you find a great advisor at 2020 Financial Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at 2020 Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stacy Ployhar	Seattle, WA	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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