2020 Financial Planning LLC

Overview

2020 Financial Planning LLC is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is flexible, combining asset-based fees, hourly charges, and fixed-fee engagements rather than relying on a single billing approach. The firm does not present itself as a multi-state adviser or pension consultant, and it is not identified as an active ESG investor or a capital allocator to external managers. Services are focused on traditional planning and portfolio management rather than institutional or separate-account product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices