Twenty Twenty Investment Advisors,llc provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Twenty Twenty Investment Advisors,llc reports 341 clients. They include 289 individual clients, 23 high-net-worth individuals and 23 other clients. Of its assets, 100.0% ($139M across 564 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 44% |
| High-net-worth individuals | 7% | 39% |
| Corporations and other businesses | 2% | 2% |
| Other | 7% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 289 | $61.1M | 44.0% | $211K |
| High-net-worth individuals | 23 | $53.8M | 38.7% | $2.34M |
| Corporations and other businesses | 6 | $2.77M | 2.0% | $462K |
| Other | 23 | $21.3M | 15.3% | $927K |
| Total | 341 | $139M | 100% | $408K |
- Clients
- 289
- Regulatory AUM
- $61.1M
- AUM share
- 44.0%
- Avg. per client
- $211K
- Clients
- 23
- Regulatory AUM
- $53.8M
- AUM share
- 38.7%
- Avg. per client
- $2.34M
- Clients
- 6
- Regulatory AUM
- $2.77M
- AUM share
- 2.0%
- Avg. per client
- $462K
- Clients
- 23
- Regulatory AUM
- $21.3M
- AUM share
- 15.3%
- Avg. per client
- $927K
Total
- Clients
- 341
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- $408K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Twenty Twenty Investment Advisors,llc charges 0.50%–1.00% a year for its Wealth Management. Each asset band is charged at its own rate. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.85% |
| $3M–$5M | 0.70% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial consulting
- Included in the advisory fee for wealth management clients; standalone consulting is a fixed fee of up to $350 per hour under a consulting agreement.
- Retirement planning services
- Retirement plan advisory fees are a percentage of managed plan assets that will not exceed 1.25%, or hourly in some cases.
Joshua Mastel owns 50% to 75% of Twenty Twenty Investment Advisors,llc. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Twenty Twenty Investment Advisors,llc
Joshua Mastel
since May 2019
- Owns 50% to 75% of Twenty Twenty Investment Advisors,llc
Bruce Billeter
Control person · since October 2019
Twenty Twenty Investment Advisors,llc’s regulatory assets grew from $123M (January 2025) to $139M (July 2026); clients rose from 242 to 341 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $139M | 341 | 6 | 5 |
| Jan 2025January 2025 | $123M | 242 | 4 | 4 |
Besides its headquarters, Twenty Twenty Investment Advisors,llc has 4 offices (4 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Twenty Twenty Investment Advisors,llc
- Headquarters
- Not reported
- Website
- 2020ia.com
- Phone
- 509-892-3512
- SEC file
- 801-131986
- Structure
- Washington LLC
- Fiscal year end
- December
Twenty Twenty Investment Advisors,llc’s named custodian for separately managed accounts is Charles Schwab ($118M). Twenty Twenty Investment Advisors,llc does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $118M100%
At year end, Twenty Twenty Investment Advisors,llc’s separately managed accounts were mostly in stocks (76%) and funds (19%).
What the accounts hold
- Stocks76%
- Funds19%
- Bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash1%
How many clients does Twenty Twenty Investment Advisors,llc have?
Twenty Twenty Investment Advisors,llc has 341 clients and manages $139 million for them, as of July 2026. They include 289 individual clients, 23 high-net-worth individuals and 23 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Twenty Twenty Investment Advisors,llc offer?
Twenty Twenty Investment Advisors,llc provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Twenty Twenty Investment Advisors,llc charge?
Twenty Twenty Investment Advisors,llc charges 0.50%–1.00% a year for its Wealth Management. Each asset band is charged at its own rate.
Which custodians does Twenty Twenty Investment Advisors,llc use?
Twenty Twenty Investment Advisors,llc’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $118M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026
How many financial advisors does Twenty Twenty Investment Advisors,llc have?
Twenty Twenty Investment Advisors,llc has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Twenty Twenty Investment Advisors,llc invest in?
At the end of its last fiscal year, Twenty Twenty Investment Advisors,llc’s separately managed accounts held 76% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Twenty Twenty Investment Advisors,llc?
Twenty Twenty Investment Advisors,llc’s direct owners are Joshua Mastel (50% to 75%) and Bruce Billeter (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Twenty Twenty Investment Advisors,llc get paid?
Twenty Twenty Investment Advisors,llc is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Twenty Twenty Investment Advisors,llc?
Its phone number is 509-892-3512. Its website is 2020ia.com.
