Allen Mueller is a CFA, CFP-designated registered investment advisor at 7 Saturdays Financial, based in Wylie, TX, with 3 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 32 clients with $45M in assets under management.
Compensation
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Fee Structure
7 Saturdays Financial offers investment management as part of their ongoing comprehensive financial planning service. The annual fee for this bundled service, which includes both financial planning and investment management, varies based on the complexity and needs of the client. Clients are billed quarterly in advance. The fee may be negotiable. Clients may also incur additional fees for third-party investment management services if they choose to use Schwab's direct indexing offering or Altruist's automated tax-loss harvesting and/or direct indexing features.
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Allen Mueller
Location
Wylie, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
7 Saturdays Financial
State Registrations1 state
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Additional Information
We’re headquartered in the Dallas, Texas area and serve clients nationwide with virtual meetings.For local clients, our primary office location is in Richardson.We also meet with clients at satellite offices in Plano and Dallas.