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® 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 (High Earners, Not Rich Yet)
  • 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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