A complete list of active advisors currently associated with An Irrational Mind, LLC

Warmer can help you find a great advisor at An Irrational Mind, LLC or one who fits your needs even better.

The firm provides fee-only financial planning and investment advice to individuals, families, organizations, corporations, trusts and estates. Its advisory work focuses on mutual funds, exchange-traded funds, cash and cash equivalents, and real estate investment trusts, and the firm also offers short educational group seminars for organizations or interest groups. The firm emphasizes passive, buy-and-hold indexing and asset-allocation strategies, relying largely on low-cost index mutual funds and ETFs and external research and scoring tools to form recommendations. It does not act as a discretionary portfolio manager or take custody of client assets; clients typically implement recommendations themselves and engagements are billed on an hourly or project basis rather than as a percentage of assets. Compared with many independent RIA peers, the firm’s availability of educational seminars and its explicit avoidance of percentage-of-AUM billing and ongoing portfolio management are distinctive. The principal combines a clinical background with tax credentials (an enrolled agent) and positions the practice around one-off and periodic planning engagements rather than continuous account management.

To learn more about the advisors currently working at An Irrational Mind, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Viral Shah	Federal Way, WA	16

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