# Allen Mueller > Allen Mueller is a fee-only financial advisor at 7 Saturdays Financial in Richardson, Texas, who holds the CFA, CFP and MBA credentials. Allen charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $15,000 a year) and focuses on retirement planning, tax planning and flat-fee planning. Page: https://find.wellspent.co/advisors/allen-mueller/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** 7 Saturdays Financial - **Based in:** Richardson, Texas - **Fee model:** Flat fee or retainer; Ongoing planning fee - **Fees (firm's website):** ongoing planning from $15,000 a year - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Assets under management (firm):** $45.2M across 106 accounts - **Credentials:** CFA, CFP, MBA - **Specialties:** Retirement planning, Tax planning, Flat-fee planning - **Works with:** Retirees, Pre-retirees - **CRD:** 7514874 (https://adviserinfo.sec.gov/individual/summary/7514874) - **SEC registration:** Investment adviser representative in LA, TX - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://7saturdaysfinancial.com ## Frequently asked questions ### Is Allen Mueller a fee-only financial advisor? Yes. Allen Mueller is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Allen's firm. ### How does Allen charge for financial advice? Allen charges a flat fee or retainer and an ongoing planning fee. ### How much does Allen charge? According to 7 Saturdays Financial's website, checked October 28, 2026: ongoing planning from $15,000 a year. ### Does Allen work with clients virtually? Yes. 7 Saturdays Financial says on its website that it works with clients remotely. ### Where is Allen Mueller based? Allen Mueller is based in Richardson, Texas. ### What does Allen specialize in? Allen's specialties include retirement planning, tax planning and flat-fee planning. Allen works with retirees and pre-retirees. ### What credentials does Allen Mueller hold? Allen Mueller holds the CFA, CFP and MBA credentials. ### Is Allen Mueller registered with the SEC? Yes. Allen Mueller is registered as an investment adviser representative in LA and TX (CRD 7514874), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How much does 7 Saturdays Financial manage? 7 Saturdays Financial reports $45.2M across 106 accounts in assets under management. ### How do I contact Allen Mueller? Through Allen's website, 7saturdaysfinancial.com. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52761): NAPFA admits only fee-only advisors - XY Planning Network directory listing: XYPN members are fee-only - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://7saturdaysfinancial.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.