David Sieben
Sieben Wealth Planning · Edina, Minnesota
David Sieben is a fee-only financial advisor at Sieben Wealth Planning in Edina, Minnesota. David charges a percentage of assets.
Request an introduction to David →
Facts
| Firm | Sieben Wealth Planning |
|---|---|
| Based in | Edina, Minnesota |
| Fee model | Percentage of assets |
| Assets under management | $161.2M across 435 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 5730105 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | blueoxwm.com |
| Profile |
How David's firm compares
- Sieben Wealth Planning's average account is about $371,000, from its Form ADV (assets managed divided by 435 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Sieben a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Sieben Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
Where is David Sieben based?
David Sieben is based in Edina, Minnesota.
Is David Sieben registered with the SEC?
Yes. David Sieben is registered as an investment adviser representative in MN and TX (CRD 5730105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sieben Wealth Planning manage?
Sieben Wealth Planning reports $161.2M across 435 accounts in assets under management.
How do I contact David Sieben?
Through David's website, blueoxwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sieben Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.