Stacy Ployhar, CFP® 2020 Financial Planning LLC

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About Stacy Ployhar, CFP®

Since 2010, Stacy’s clients are primarily Gen X and Gen Y working professionals and pre-retirees in many industries. Many work at companies such as: Amazon, Microsoft, Boeing, Zulily, Expedia, Zillow, Facebook, Google, Accenture, Rover, and LinkedIn. Many clients also work in the public sector or not-for-profit sphere at entities such as: FAA, NSA, City of Seattle, City of Redmond, KEXP, UW, Harborview, Fred Hutchison, Virginia Mason, King County, and the Bill and Melinda Gates Foundation. They seek working with a Fee-Only CFP(R) who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their goals. They value the peace of mind that comes from working with a Fee-Only Financial Planner and, as a result, feel empowered to see through on their goals and dreams.

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Ideal Clients

  • Family Financial Planning
  • HENRY
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $1,870+/engagement
  • Hourly Fee: $178+/hr
  • AUM: 0.75%

SEC Records

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