{
  "crd_number": 128086,
  "slug": "twenty-twenty-investment-advisors-llc-spokane-wa-128086",
  "primary_business_name": "TWENTY TWENTY INVESTMENT ADVISORS, LLC",
  "legal_name": "TWENTY TWENTY INVESTMENT ADVISORS,LLC",
  "dbas": [],
  "city": "Spokane",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "44060",
  "metro": {
    "cbsa_code": "44060",
    "common_name": "Spokane",
    "msa_name": "Spokane-Spokane Valley, WA",
    "path": "/advisors/wa/spokane"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-18",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 138978900.0,
  "raum_discretionary": 138978900.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 21319210.0,
      "count": 23,
      "description": "RETIREMENT PLANS"
    },
    "individuals": {
      "raum": 61103484.0,
      "count": 289
    },
    "high_net_worth_individuals": {
      "raum": 53784375.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 2771831.0,
      "count": 6
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "ID",
    "MT",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://2020ia.com",
    "https://cannabis401k.com",
    "https://linkedin.com/company/twenty-twenty-investment-advisors/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128086",
  "city_as_filed": "SPOKANE",
  "url": "https://advisorcensus.com/firm/twenty-twenty-investment-advisors-llc-spokane-wa-128086",
  "display_name": "Twenty Twenty Investment Advisors, LLC",
  "summary": "Twenty Twenty Investment Advisors, LLC is an SEC-registered investment advisory firm in Spokane, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.",
  "citation": "AdvisorCensus. Twenty Twenty Investment Advisors, LLC (CRD 128086): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Twenty Twenty Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Twenty Twenty Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Twenty Twenty Investment Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 24, 2026 states: Hourly rate: $350 an hour (standalone Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Twenty Twenty Investment Advisors, LLC located?",
      "a": "Twenty Twenty Investment Advisors, LLC's principal office is in Spokane, WA, according to its Form ADV."
    },
    {
      "q": "Is Twenty Twenty Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Twenty Twenty Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 128086."
    },
    {
      "q": "How much does Twenty Twenty Investment Advisors, LLC manage?",
      "a": "Twenty Twenty Investment Advisors, LLC reports $138,978,900 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Twenty Twenty Investment Advisors, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Twenty Twenty Investment Advisors, LLC: Regulatory assets under management: $123,393,615 in the October 2025 data and $138,978,900 in the October 2026 data, up 13%. Total employees: 4 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Twenty Twenty Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (289); high net worth individuals (23); other (23)."
    },
    {
      "q": "Which custodians does Twenty Twenty Investment Advisors, LLC use?",
      "a": "Twenty Twenty Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Twenty Twenty Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128086"
    },
    {
      "q": "What changed in Twenty Twenty Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $123,393,615 to $138,978,900 (+13%). No longer lists an office in Spokane, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 123393615.0,
      "total_employees": 4,
      "filing_date": "2025-01-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 138978900.0,
      "total_employees": 6,
      "filing_date": "2026-07-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $123,393,615 to $138,978,900 (+13%).",
        "No longer lists an office in Spokane, WA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in CA, MT, OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (standalone Financial Consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (standalone Financial Consulting)"
        ],
        "quotes": [
          "For standalone Financial Consulting, our fixed fee is up to $350 per hour for services provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "standalone Financial Consulting"
        }
      ]
    },
    "quotes": [
      "For standalone Financial Consulting, our fixed fee is up to $350 per hour for services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/twenty-twenty-investment-advisors-llc-spokane-wa-128086.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 289,
      "fewer_than_5": false,
      "raum": 61103484.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 53784375.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2771831.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 23,
      "fewer_than_5": false,
      "raum": 21319210.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128086",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}