2020 Financial Planning LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 1 individual clients, 1 of them high net worth.
- Its average account is about $2.9 million (assets it manages divided by its 1 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | 2020financialplanningllc.com |
| [email protected] | |
| Phone | (206) 972-6368 |
Questions about 2020 Financial Planning LLC
How much does 2020 Financial Planning LLC charge?
2020 Financial Planning LLC publishes these prices: one-time plan: from $2,500; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does 2020 Financial Planning LLC have an account minimum?
No. 2020 Financial Planning LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is 2020 Financial Planning LLC paid?
2020 Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does 2020 Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at 2020 Financial Planning LLC.
What is the average account at 2020 Financial Planning LLC?
2020 Financial Planning LLC's average account is about $2.9 million. That's the assets on its Form ADV divided by its 1 accounts.
Is 2020 Financial Planning LLC accepting new clients?
Yes, according to 2020 Financial Planning LLC's website, checked October 28, 2026.
2020 Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"No subscription requirement. No asset minimum. Starts at $2,500 ." source
"Fee: .75% of assets managed." source
"No subscription requirement. No asset minimum. Starts at $3,000 ." source
"No subscription requirement. No asset minimum. Starts at $2,500 ." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| High-net-worth clients | 1 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 153979 |