7 Streets Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“The hourly charge for financial planning is between $100 and $400 2 per hour as negotiated between the IAR and client.”

Flat or project fee

Up to $15,000

“The flat rate fee for financial planning services range from $0 to $15,000 on a 2 Maximum Charge of $400. 7 case-by-case basis depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 7 Streets Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a prorated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
• “The balance is due upon completion of the plan.”
• “Clients will have a period of five (5) business days from the date of signing the agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

How 7 Streets Financial, LLC’s fees compare

• Its hourly rate of $100-$400 spans the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
• 43 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About 7 Streets Financial, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

270

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$88,400,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282577

Website

7sts.com (opens in new tab)

Phone

(619) 798-3372

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