Firm
7th Street Financial
Chaska, Minnesota
Fee-only
7th Street Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 7 of them high net worth.
- Its average account is about $215,000 (assets it manages divided by its 61 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Minnesota median of $2,100.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Chaska, Minnesota |
|---|---|
| Website | 7thstfinancial.com |
| [email protected] | |
| Phone | (612) 562-9228 |
7th Street 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 $1,200 a year |
|---|---|
| One-time plan | From $1,200 |
| Hourly | $200 an hour |
| Account minimum | None |
| How it charges | Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$100/mo" source
"through determining how to pay. $1200" source
"From: $200/hour" source
"There are no minimum requirements for net worth or invested assets." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 15 |
| High-net-worth clients | 7 |
| Accounts managed | 61 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 289765 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
- Aberdour Investments · Shoreview
- Abundo Wealth · Minneapolis
- Accredited Investors Wealth Management® · Edina
- Adaptive Financial Design · Minneapolis
- Adviser Financial Group · Rochester
- AKM Advisory · Edina
- All Star Financial · Minneapolis
- Allodium Investment Consultants · Minneapolis