Twenty Twenty Investment Advisors

Twenty Twenty Investment Advisors at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFP.
• Its Form ADV reports 6 employees and 312 individual clients, 23 of them high net worth.
• Its average account is about $246,000 (assets it manages divided by its 564 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Twenty Twenty Investment Advisors fees

Twenty Twenty Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (4)

• Bruce Billeter

• Jay Lake

• Joshua Mastel

  CFP

• Megan Billeter