Get Rich Slowly LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,500,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
—
About
Get Rich Slowly LLC provides portfolio management and investment advisory services alongside personal financial planning and U.S. federal tax planning. The firm operates as a fee-only adviser and tailors services for a range of clients that include individuals and families, professionals (including physicians), owners of privately held companies, organized business entities, charitable organizations, trusts, and estates.
The firm’s investment approach emphasizes long-term passive, market-capitalization–weighted index mutual funds and ETFs with a buy-and-hold orientation, low turnover, and an explicit focus on minimizing transaction and tax costs. While it generally disfavors leverage, the adviser will consider limited margin borrowing in separately managed accounts on a case-by-case written request, subject to client suitability criteria such as risk tolerance, financial capacity, a long time horizon, and portfolio margin eligibility.
Noteworthy features include a small, specialist practice that combines financial planning and tax planning expertise with a background in clinical practice and professional designations (medical, ChFC, and Enrolled Agent), and a service model that makes portfolio management an optional add-on to advisory subscriptions. The firm accepts discretionary authority for managed accounts, uses Interactive Brokers as custodian, and does not accept performance-based fees.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Doctor or Medical Professional
Founder/Business Owner
Fee options
Flat-fee subscription (retainer fees): $172/month ($2,064 annually) for individuals with less than $5,000,000 in assets; $215/month ($2,580 annually) for two-individual households with less than $5,000,000; $258/month ($3,096 annually) for households with more than two individuals, clients owning privately held companies, non-natural persons, or clients with $5,000,000 or greater
$0 - $1,000,000: 0.10% annually $1,000,000.01+: 0.05% annually
$258 per hour, billed in increments of ½ hour ($129 increments)
Flat-fee subscription (retainer fees) as described above
Account minimum: $10,000 Fee-only: Advisory services billed either $258 per hour (hourly fees option) or flat-fee subscription (retainer fees) with $172 to $258 monthly depending on client type and assets
Main office location
Get Rich Slowly LLC
Bellevue WA, United States
Number of offices
1
Most active in
Get Rich Slowly LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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