# Stacy Ployhar

> Stacy Ployhar is a fee-only financial advisor at 2020 Financial Planning LLC in Seattle, Washington, who holds the CFP credential. Stacy charges a one-time planning fee and a percentage of assets (one-time plans from $2,500 and 0.75% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/stacy-ployhar/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** 2020 Financial Planning LLC
- **Based in:** Seattle, Washington
- **Fee model:** One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $2,500; 0.75% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.9M across 1 accounts
- **Credentials:** CFP
- **Works with:** Pre-retirees, Tech employees
- **CRD:** 5794242 (https://adviserinfo.sec.gov/individual/summary/5794242)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://2020financialplanningllc.com

## Frequently asked questions

### Is Stacy Ployhar a fee-only financial advisor?

Yes. Stacy Ployhar is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stacy's firm.

### How does Stacy charge for financial advice?

Stacy charges a one-time planning fee and a percentage of assets.

### How much does Stacy charge?

According to 2020 Financial Planning LLC's website, checked October 28, 2026: one-time plans from $2,500; 0.75% a year on the first tier of assets managed; no asset minimum.

### Where is Stacy Ployhar based?

Stacy Ployhar is based in Seattle, Washington.

### What credentials does Stacy Ployhar hold?

Stacy Ployhar holds the CFP credential.

### Is Stacy Ployhar registered with the SEC?

Yes. Stacy Ployhar is registered as an investment adviser representative in WA (CRD 5794242), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does 2020 Financial Planning LLC manage?

2020 Financial Planning LLC reports $2.9M across 1 accounts in assets under management.

### How do I contact Stacy Ployhar?

Through Stacy's website, 2020financialplanningllc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6586): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.2020financialplanningllc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.