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Viral Shah

15 Years of Experience
Federal Way, WA

Viral Shah is a registered investment advisor at An Irrational Mind, LLC, based in Federal Way, WA, with 15 years of industry experience. Viral operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

An Irrational Mind, LLC offers financial planning services on an hourly basis. The hourly fee is $250, with a minimum charge of 2 hours or $500 for initial engagements. Educational seminars are also offered for up to $3,000, but may be waived at the advisor's discretion.

One-Time Plan:From $500
Hourly Rate:$250/hr
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Location

Federal Way, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Viral is a full-time physician (internal medicine / hospitalist) at MultiCare Health System in Tacoma, WA. Physician activities take nearly full-time hours.

Employment History
Current Registrations
An Irrational Mind, LLC
August 2010 - Present · 15 yrs 9 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Viral Shah - Financial Advisor | TrueAdvisor