7th St. Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,132,989
Clients
22
32% 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
22
TypicalAverage account size
$596,954
About
7 St. Financial is an independent, state-registered investment adviser that provides comprehensive and modular financial planning and ongoing investment management to individuals as well as institutional clients such as pension plans, trusts, corporations, foundations and charitable organizations. The firm operates on a fee-only basis and offers portfolio management, retirement and estate planning, insurance and other planning topics described in client plans.
Investment advice is delivered on a discretionary basis for managed accounts and is grounded in fundamental analysis with attention to cyclical factors; the firm generally emphasizes longer-term holdings while also permitting shorter-term trades and specialized strategies where appropriate. Clients receive at least semi-annual reviews, ongoing adjustments to plans as circumstances change, and may place investment restrictions on their accounts.
Distinctive features include managing approximately $13.1 million on a discretionary basis while advising on roughly $24.8 million of additional assets not under direct management, and the firm’s willingness to recommend a broad investable universe — including digital currencies, commodities, foreign issues, partnership interests in real estate, options, short sales and margin — that is broader than many peers of its size. The practice also offers a dedicated Young Professional program targeted at early-career clients and is led by a CFP-certified lead investment professional with a background in corporate business analysis.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Options & derivatives strategies
Demographic focus
Young Professionals
Fee options
Annual review flat fee of $1,500; Young Professional Program at $100/month
Fee based on combined income and assets: $1,000,000 combined = $4,000 annual fee; $1,250,000 combined = $5,000 annual fee; annual fee increases $1,000 for each additional $250,000 combined income and assets; maximum annual fee capped at $20,000
$200 per hour for planning services
Young Professional Program subscription fee of $100 per month
Minimum fee: Minimum annual fee of $3,000 for comprehensive planning Fee-only: Financial planning and investment advisory fees only; no commissions received
Main office location
7th St. Financial
Chaska MN, United States
Number of offices
1
Most active in
7th St. Financial has reported serving >5 clients in these states in the last 12 months.
Minnesota
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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