7th St. Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
7 St. Financial is an independent, state-registered investment adviser that provides comprehensive and modular financial planning and ongoing investment management to individuals as well as institutional clients such as pension plans, trusts, corporations, foundations and charitable organizations. The firm operates on a fee-only basis and offers portfolio management, retirement and estate planning, insurance and other planning topics described in client plans.
Investment advice is delivered on a discretionary basis for managed accounts and is grounded in fundamental analysis with attention to cyclical factors; the firm generally emphasizes longer-term holdings while also permitting shorter-term trades and specialized strategies where appropriate. Clients receive at least semi-annual reviews, ongoing adjustments to plans as circumstances change, and may place investment restrictions on their accounts.
Distinctive features include managing approximately $13.1 million on a discretionary basis while advising on roughly $24.8 million of additional assets not under direct management, and the firm’s willingness to recommend a broad investable universe — including digital currencies, commodities, foreign issues, partnership interests in real estate, options, short sales and margin — that is broader than many peers of its size. The practice also offers a dedicated Young Professional program targeted at early-career clients and is led by a CFP-certified lead investment professional with a background in corporate business analysis.
Client services
Expertise
Demographic focus
Fee options
Annual review flat fee of $1,500; Young Professional Program at $100/month
Fee based on combined income and assets: $1,000,000 combined = $4,000 annual fee; $1,250,000 combined = $5,000 annual fee; annual fee increases $1,000 for each additional $250,000 combined income and assets; maximum annual fee capped at $20,000
$200 per hour for planning services
Young Professional Program subscription fee of $100 per month
Minimum fee: Minimum annual fee of $3,000 for comprehensive planning Fee-only: Financial planning and investment advisory fees only; no commissions received
Main office
Chaska MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
7 Th St. Financial · 7 Th St. Financial Inc
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)