CRD: 153979
2020 Financial Planning LLC
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PathwayMatrix insight
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
1700 7TH Avenue Suite 2100 (Premier Workspaces) Seattle WA
About 2020 Financial Planning LLC
2020 Financial Planning LLC is a Seattle-based, fee-only CFP(R) practice founded in 2010 by Stacy Ployhar. The firm serves working professionals and near-retirees with holistic planning around retirement readiness and goal funding (e.g., home, college, RSU strategy, putting cash to work). Client portfolios are primarily ETF-based and typically custodied at Schwab.
Team overview
56 AVG AGE
$2.9M AVG AUM / ADVISOR
$95.1K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Custodian
Wave Matrix Horizon pioneer
Investment Vehicles
Beacon alpha Vital
Services
Quantum Timber horizon Frontier harbor
Technology
Harbor Pathway
Owner & Executives
STACY MARIE PLOYHAR
--
- CRD
- #5794242
- Ownership
- 75% or more
(616) 478-9054
matrix.atlas@radialcapital.com
in linkedin.com/in/glacier-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,854,459 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,854,459 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,854,459
Equity - Exchange:
34.0% Cash:
66.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,513,557,786 | 34.0% |
| Cash | $4,879,259,233 | 66.0% |
| Total | $7,392,817,019 | 100.0% |