Get Rich Slowly LLC fees
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Get Rich Slowly LLC (Bellevue, WA) charges a monthly fee of $215 and an annual fee of $2,064 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change.
- Monthly fee
- $215/mo
“For households consisting of two individuals with unified finances and less than $5,000,000 in assets (inclusive of marital relationships, legally recognized cohabitation agreements, or dependents): $215 monthly, or $2,580 annually.”
- Annual fee
- $2,064/yr
Below the Washington median of $6,000; 3 of the 12 other planners in Washington that publish an annual fee charge less. The one other planner in Bellevue charges more.
“For individuals with less than $5,000,000 in assets: $172 monthly, or $2,064 annually.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- EA and ChFC®
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Get Rich Slowly LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We are compensated exclusively from fees billed directly to our clients for our advisory services and portfolio management services.”
- “Billed in increments of ½ hour (increments of $129).”
- “An open-ended engagement billed in arrears as a series of limited engagements: billed upon conclusion of each limited engagement.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, annual planning fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $2.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 11, 2026
- CRD number
- 325584 (opens in new tab)
- Phone
- (206) 855-5151
Other planners in Bellevue that publish fees
- Advisia Financial PlanningBellevueHourly $350/hr, Flat $2,800
- Bellevue Asset Management, LLCBellevueHourly $200/hr
- Private Wealth Management Solutions, LLCBellevueHourly up to $200/hr
- WealthCollabBellevueHourly $300/hr
- Williams 360 Financial Advisory, LLCBellevueHourly up to $250/hr
- TrueWealth Financial PartnersBellevueHourly $150-$350/hr, Flat $1,000-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.