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2020 FINANCIAL PLANNING LLC
CRD 153979
1700 7TH AVENUE, SUITE 2100 (PREMIER WORKSPACES), SEATTLE, WA, 98101, United States
Phone
206-972-6368
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$2.9M
Team
1 total employees; 1 advisory reps; 29 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $2.9M |
All web addresses on file
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/4a3bad30-2dd2-4a88-86b1-b751c0a0a70e
- HTTP://WWW.2020FINANCIALPLANNINGLLC.COM
- https://x.com/2020finplan
- https://www.facebook.com/2020FinancialPlanningLLC
- https://www.yelp.com/biz/2020-financial-planning-seattle
- https://www.feeonlynetwork.com/financial-advisor/stacy-ployhar/
- https://www.napfa.org/member/23021/7409
- https://westernwashingtonfinancialadvisorsnetwork.com/team-member/stacy-ployhar/
- https://www.linkedin.com/in/seattlefeeonlycfp/
Official SEC filing: View on IAPD