7 Saturdays Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,179,587
Clients
32
41% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$1,411,862
About
7 Saturdays Financial serves individual clients, including high-net-worth individuals, providing ongoing comprehensive financial planning, investment management, project-based planning, and hourly planning services. Planning engagements result in written financial plans, and the firm provides continuous portfolio supervision for clients who engage its investment management services.
The firm builds portfolios around a strategic asset allocation framework that combines passive and active strategies and allows for tactical adjustments, with an emphasis on diversification and long-term outcomes. It may recommend direct-indexing and automated tax-loss harvesting options through custodial partners and reviews accounts on a regular (quarterly) basis while accommodating reasonable client-imposed restrictions in writing.
Noteworthy features for this firm versus peers are its use of client testimonials in advertising and its choice not to charge traditional percentage-of-assets-under-management fees, instead relying on fixed periodic, project-based, or hourly planning arrangements. The adviser also discloses non‑commissioned annuity recommendations, manages a modest asset base for a limited number of clients, and is led by an adviser with CFA and CFP credentials who also serves on an external financial planning software advisory board.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$250 per hour
Ongoing Comprehensive Financial Planning and Investment Management: quarterly fees ranging from $0 to $25,000 depending on service and complexity; upfront fees $0 to $5,000
Fee-only: Project-Based Financial Planning: fixed fee ranging from $500 to $10,000 (negotiable)
Main office location
7 Saturdays Financial
Wylie TX, United States
Number of offices
1
Most active in
7 Saturdays Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
214-888-6691
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")