Allen Mueller
7 Saturdays Financial · Richardson, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $45.2M across 106 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in LA, TX · CRD 7514874 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 7saturdaysfinancial.com |
| Profile |
How Allen's firm compares
- Ongoing planning starts at $15,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- 7 Saturdays Financial's average account is about $426,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Allen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Richardson
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 7 Saturdays Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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