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, 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.
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 |
|---|---|---|
Seattle, WA
| 15
|
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