2020 FINANCIAL PLANNING LLC

2020 FINANCIAL PLANNING LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 153979). Regulatory assets under management: $2.9M.

Registration

• CRD: 153979
• Type: Registered investment adviser
• Location: 1700 7TH AVENUE, SEATTLE, WA, 98101
• Phone: 206-972-6368
• Latest filing: 2026-03-06
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search