Stacy Ployhar
2020 Financial Planning LLC · Seattle, Washington
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).
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Who they serve
- Pre-retirees
- Tech employees
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 |
| Assets under management | $2.9M across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5794242 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 2020financialplanningllc.com |
| Profile |
How Stacy's firm compares
- A one-time plan starts at $2,500, below the Washington median of $3,000 for fee-only firms that publish prices.
- 2020 Financial Planning LLC's average account is about $2.9 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Stacy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 2020 Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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