Sieben Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sieben Wealth Planning serves individuals (including high-net-worth clients), families, trusts, estates, businesses, and retirement plans, offering customized wealth management, financial planning, and retirement-plan advisory services. The firm constructs portfolios using ETFs, mutual funds and, when appropriate, individual stocks and bonds, and provides discretionary portfolio management alongside written or project-based financial planning.
The firm’s investment approach is primarily long-term, combining fundamental and technical analysis while permitting shorter-term transactions for rebalancing, tax harvesting, or to meet client cash needs; it seeks fund share classes that avoid trading costs when possible and may retain legacy holdings for portfolio fit or tax reasons. Sieben Wealth Planning may recommend unaffiliated independent managers and conducts initial and ongoing oversight, with formal account reviews at least annually and custody relationships facilitated through Fidelity’s institutional platform.
Distinctive features include a small advisor team managing roughly $161 million for about 86 clients, producing a relatively high assets-per-client profile while generally not imposing a minimum relationship size. The firm’s institutional arrangement with its custodian includes platform services and reimbursed support tied to the firm’s launch—economic benefits disclosed in its brochure—and it also acts as an ERISA fiduciary for retirement-plan clients, a combination less common among firms of this scale.
Client services
Expertise
Fee options
In certain circumstances, the Advisor may charge a fixed annual rate or fixed fee for its services (specific amounts not stated).
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.85% annually $3,000,000 - $4,999,999: 0.75% annually $5,000,000+: 0.65% annually
Main office
Edina MN
Advisors at this office
2
Most active in
California · Colorado · Minnesota · Texas
Also doing business as
Blue Ox Wealth Management LLC · Sieben Wealth Planning 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:
-
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.
Quick links
Advisors at this firm
David S
Series 66
Edina, MN
Sieben Wealth Planning LLC
David Sieben is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 16 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and City National Bank. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside written or project-based financial planning.
Corissa M
Series 66
Edina, MN
Sieben Wealth Planning LLC
Corissa Moos is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 14 years of industry experience. She worked at RBC Capital Markets for seven years before joining Sieben Wealth Planning in 2022. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans with customized wealth management and financial planning services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and written financial plans.
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”)