7 Saturdays Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
7 Saturdays Financial serves individual clients, including high-net-worth individuals, providing ongoing comprehensive financial planning, investment management, project-based planning, and hourly planning services. Planning engagements result in written financial plans, and the firm provides continuous portfolio supervision for clients who engage its investment management services.
The firm builds portfolios around a strategic asset allocation framework that combines passive and active strategies and allows for tactical adjustments, with an emphasis on diversification and long-term outcomes. It may recommend direct-indexing and automated tax-loss harvesting options through custodial partners and reviews accounts on a regular (quarterly) basis while accommodating reasonable client-imposed restrictions in writing.
Noteworthy features for this firm versus peers are its use of client testimonials in advertising and its choice not to charge traditional percentage-of-assets-under-management fees, instead relying on fixed periodic, project-based, or hourly planning arrangements. The adviser also discloses non‑commissioned annuity recommendations, manages a modest asset base for a limited number of clients, and is led by an adviser with CFA and CFP credentials who also serves on an external financial planning software advisory board.
Client services
Expertise
Fee options
$250 per hour
Ongoing Comprehensive Financial Planning and Investment Management: quarterly fees ranging from $0 to $25,000 depending on service and complexity; upfront fees $0 to $5,000
Fee-only: Project-Based Financial Planning: fixed fee ranging from $500 to $10,000 (negotiable)
Main office
Wylie TX
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
7 Saturdays Financial · 7 Saturdays Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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