2020 Financial Planning LLC fees and pricing
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, 2020 Financial Planning LLC charges $300 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“$300/hour and billed to Client in 30 minute increments.”
- Flat or project fee
- $2,500
“Financial Plan: $2,500 o $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 2020 Financial Planning LLC’s fees compare
- Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
- 15 of the 38 other planners in Seattle that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.
- 2 of the 18 other planners in Seattle that publish a flat or project fee charge less.
About 2020 Financial Planning LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 1
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,854,459
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153979
- Phone
- (206) 972-6368
Other planners in Seattle that publish fees
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
- Cadence Wealth Management, LLCSeattle$250/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.