7 Saturdays Financial fees and pricing
Financial planner in Wylie, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 15, 2026, 7 Saturdays Financial charges $250 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning engagements are offered at an hourly rate of $250 per hour.”
- Flat or project fee
- $500-$10,000
“The fixed fee can range between $500 and $10,000, depending on complexity and the needs of the client, and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 7 Saturdays Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed quarterly and in advance for the ongoing fees and may elect for automatic fee deduction from managed accounts, or via electronic funds transfer, check or debit/credit card.”
- “Upon termination of any agreement, the fee will be prorated, and any unearned fee will be refunded to the Client.”
- “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, 7SF will not bill an amount above $500.00 more than 6 months in advance.”
How 7 Saturdays Financial’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
About 7 Saturdays Financial
- Principal: Allen Mueller
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $45,179,587
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319340
- Phone
- (214) 888-6691
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
- 9I Capital Group LLCFort Worth$150/hr, $1,500-$10,000
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.