2020 FINANCIAL PLANNING LLC

Overview

2020 Financial Planning LLC is a small, independent RIA focused on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and its investment posture tilts decisively toward equities. It does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. Manager allocation concentrates on liquid public market exposure—particularly exchange-traded equities—supplemented by mutual funds and selective exposure to real estate through external third-party managers. Given the single-client, single-account structure reported, the firm appears to provide highly personalized planning and portfolio management rather than scalable institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices