Sieben Wealth Planning

Sieben Wealth Planning at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 86 individual clients, 37 of them high net worth.
• Its average account is about $371,000 (assets it manages divided by its 435 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Sieben Wealth Planning fees

Sieben Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Corissa Moos

• David Sieben

Other fee-only firms in Edina

• Silveroak Wealth Management, LLC
• Telos Solutions
• The Hatlestad Group
• TorchLight Financial
• Accredited Investors Wealth Management®
• AKM Advisory
• Baztec Capital Management
• Cornerstone Wealth Advisors

Fee-only advisors in Minnesota