# 2020 Financial Planning LLC

> 2020 Financial Planning LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 153979
- Filed as: 2020 FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153979
- AdvisorCensus page: https://advisorcensus.com/firm/2020-financial-planning-llc-seattle-wa-153979

## Quick answers

**How is 2020 Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 2020 Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 2020 Financial Planning LLC located?**
2020 Financial Planning LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is 2020 Financial Planning LLC registered with the SEC or a state?**
2020 Financial Planning LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153979.

**How much does 2020 Financial Planning LLC manage?**
2020 Financial Planning LLC reports $2,854,459 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does 2020 Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does 2020 Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153979

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,854,459
- Discretionary: $2,854,459
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $2,854,459 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 2020financialplanningllc.com
- feeonlynetwork.com/financial-advisor/stacy-ployhar
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/4a3bad30-2dd2-4a88-86b1-b751c0a0a70e
- napfa.org/member/23021/7409
- westernwashingtonfinancialadvisorsnetwork.com/team-member/stacy-ployhar
- yelp.com/biz/2020-financial-planning-seattle
- Facebook @2020FinancialPlanningLLC
- LinkedIn @seattlefeeonlycfp
- X @2020finplan

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 2020 Financial Planning LLC (CRD 153979): Form ADV filing data as of October 2026.