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 +more
- 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 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Delta pathway Atlas Legacy Fusion
Custodian
Wave Matrix Horizon pioneer Vertex beacon Frontier Alpha North
Investment Themes
Peak optima Catalyst
Investment Vehicles
Beacon alpha Vital
Services
Quantum Timber horizon Frontier harbor Meridian delta Meridian bridge Oak eagle Delta
Technology
Harbor Pathway Wave unison
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% |