Firm
7 Saturdays Financial
Richardson, Texas
Fee-only
7 Saturdays Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 13 of them high net worth.
- Its average account is about $426,000 (assets it manages divided by its 106 accounts).
- Its ongoing planning fee starts at $15,000 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Richardson, Texas |
|---|---|
| Website | 7saturdaysfinancial.com |
| [email protected] | |
| Phone | (214) 888-6691 |
7 Saturdays Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $15,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$15,000 / year" source
"That means a flat annual fee (in dollars) that includes financial planning and investment management" source
"We only provide ongoing planning and investment management, where the expectation is a long-term relationship." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 19 |
| High-net-worth clients | 13 |
| Accounts managed | 106 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 19, 2026 |
| SEC record | CRD 319340 |