Jeff Burke
7th Street Financial · Chaska, Minnesota
Jeff Burke is a fee-only financial advisor at 7th Street Financial in Chaska, Minnesota, who holds the CFP credential. Jeff charges an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $1,200 a year and one-time plans from $1,200) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Tech employees
- Early-career professionals
Facts
| Firm | 7th Street Financial |
|---|---|
| Based in | Chaska, Minnesota |
| Fee model | Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,200 a year · One-time plans from $1,200 · $200 an hour · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $13.1M across 61 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6874617 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 7thstfinancial.com |
| Profile |
How Jeff's firm compares
- Ongoing planning starts at $1,200 a year, below the Minnesota median of $2,100 for fee-only firms that publish prices.
- A one-time plan starts at $1,200, in line with the Minnesota median of $1,200 for fee-only firms that publish prices.
- The hourly rate is $200, below the US median of $300 for fee-only firms that publish prices.
- 7th Street Financial's average account is about $215,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Jeff
Is Jeff Burke a fee-only financial advisor?
Yes. Jeff Burke 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 Jeff's firm.
How does Jeff charge for financial advice?
Jeff charges an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Jeff charge?
According to 7th Street Financial's website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $1,200; $200 an hour; no asset minimum.
Does Jeff work with clients virtually?
Yes. 7th Street Financial says on its website that it works with clients remotely.
Where is Jeff Burke based?
Jeff Burke is based in Chaska, Minnesota.
What does Jeff specialize in?
Jeff's specialties include equity compensation, retirement planning, tax planning and student loans. Jeff works with pre-retirees, tech employees and early-career professionals.
What credentials does Jeff Burke hold?
Jeff Burke holds the CFP credential.
Is Jeff Burke registered with the SEC?
Yes. Jeff Burke is registered as an investment adviser representative in MN (CRD 6874617), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does 7th Street Financial manage?
7th Street Financial reports $13.1M across 61 accounts in assets under management.
How do I contact Jeff Burke?
Through Jeff's website, 7thstfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Other advisors in Minnesota who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 7th Street 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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