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Allen Mueller, CFA, MBA

I help high-performers retire with confidence

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7 Saturdays Financial Allen Mueller, CFA, MBA
Richardson, TX

Serving Clients Nationwide

I help high-performers retire with confidence

11 Certified Advisor Reviews™
Rate this Advisor

Website

Areas of Focus

  • Financial Life Planning
  • Investing
  • Investment Management
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

You could call me “an engineer turned finance nerd.” I spent the first several years of my career in engineering, but took a keen interest in finance after starting the MBA program at UT Dallas. That was when I pivoted and spent almost a decade in the corporate finance world.

During my time in corporate finance, I worked on projects ranging from analysis of multimillion dollar capital investment decisions to forecasting operating budgets for public companies, large and small.

The pay was great, I worked with smart people, and I was challenged.

…but something was missing.

I wasn’t helping anyone – just the corporate bottom line.

Around that same time, I was assisting my parents with their retirement planning. They had accumulated a nice portfolio, and they had questions like: How to invest for this next stage? How much could they safely withdraw without running out of money? How to coordinate portfolio withdrawals with other income sources like social security/pension/annuity? Oh, and by the way, how can this be pulled off tax-efficiently?

As I guided them through that process, I realized that I really enjoyed solving the retirement planning puzzle, and I didn’t have to settle for being unfulfilled in my career. The highest and best use of my talents was to serve individuals and families – not corporations.

With that end in mind, I was motivated to become a CFA® Charterholder and begin serving families as a financial planner.

Disgusted with the state of the financial services industry, I wanted to be part of the solution rather than part of the problem. So, I founded 7 Saturdays Financial to provide financial planning and investment management at a transparent price. Building an independent firm from the ground up meant that I could avoid the issues like sales quotas and asset gathering that plague the big box firms.

My core focus is helping high-performers retire with confidence and make the most of their “7 Saturdays a week”.

When I’m not in a spreadsheet, you can probably find me at the gym or next to a campfire with some meat, a craft beer, and my wife and two daughters.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • Fee Only Network
  • Financial Planning Association
  • Measure Twice Planners
  • XY Planning Network

Primary Location

Richardson, TX 75080, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary intro call. I look forward to speaking with you!

Offers Investment Management

Yes

About our Firm

7 Saturdays Financial (7SF) is a modern financial planning firm based in Dallas, Texas. 7SF leverages technology to serve clients nationwide with virtual meetings and secure file transfer. My core focus is helping high-performers retire with confidence.

✅ 7 Saturdays Financial provides full-service wealth management, including financial planning and investment management, for a flat-fee.

✅ This modern pricing model means the fee you pay is determined by the services you receive rather than the size of your investment portfolio.

✅ There are no asset minimums to work with 7 Saturdays Financial.

Education

The University of Texas at Dallas, Master of Business Administration (MBA), Corporate Finance | Southern Illinois University, Carbondale, M.S. & B.S., Mining Engineering

Volunteer Experience

HopeKids North Texas

Badges

Hobbies and Interests

  • Camping
  • Exercising
  • Family
  • Traveling
  • Working Out
  • Writing

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Investors
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
Allen with 7 Saturdays Financial has been extremely helpful with action planning around my finances. He provides valuable insights and has helped me create a financial roadmap to get to where I want to be several decades from now. Allen has even assisted with getting me established on multiple platforms so I can see visual pictures of my progress. I highly recommend his services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pat O'Dell
Pat O'Dell

Outstanding financial advisor

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
I have been with Allen since he started with 7 Saturdays. He has been so helpful in so many ways not just finances but taxes or anything I question. I highly recommend him to anyone looking for an advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patricia Griffith
Patricia Griffith

Personalized Professional Approach

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
In preparing for my transition from working full time to retirement, I wanted a knowledgeable professional to help me better understand how to best structure my investments. Allen presented different scenarios, complete with supporting data and in-depth analysis, tailored to address my concerns, goals and objectives. He went through each option, and we discussed which made the most sense for me. Allen’s advice was instrumental in providing me peace of mind. I also appreciate his regular investment reviews to determine if I am still on track or if any adjustments are needed. Allen also provided assistance by reviewing my personal insurance coverage. I highly recommend 7 Saturdays Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave P
Dave P

Allen is great!

✅ Wealthtender Certified Advisor Review™
Aug 6, 2024
We first met with Allen starting the summer of 2022 because we were getting close to retirement. We now use him for comprehensive ongoing financial planning, though he offers a one-time comprehensive plan, investment portfolio review, and ongoing financial planning with investment management. We are very pleased with his help and advice. He is friendly, patient, timely, responsive, and knowledgeable. Allen is the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 7 Saturdays Financial is not currently offering one-time plans or project-based engagements.
Avatar for Wimberly Mills
Wimberly Mills

Outstanding advisor

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
We have been a client with 7 Saturdays Financial for almost a year. I had been a DIY investor, and I couldn't be more pleased with the services provided by 7 Saturdays. Our planning has led to several opportunities to improve the success of our financial plan, and I look forward to many more years working with Allen.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard C.
Richard C.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
Allen is the best. I was so happy to find someone who is patient, understanding, and helpful. Can't recommend him enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eric Vale
Eric Vale

Sound advice at a fair price

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
I’ve been working with Allen for nearly 2 years. I’m a DIY investor and consider myself a follower of Jack Bogle, JL Collins, and Warren Buffet. I believe low-cost index fund investing is the best path to financial freedom for most investors. I pay Allen a reasonable fee for his advice, opinions, and outlook regarding my portfolio and financial markets. Although we don’t always agree on everything related to these issues, I value his input because he always provides rational reasoning that support his opinions. I will continue to use his services as I approach my retirement years and will seek his wisdom regarding tax efficient RMDs when the time occurs. I find his services and approach to personal finance trustworthy, honorable, fairly priced, and according to fiduciary standards. He has my highest recommendation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gene Hutchins
Gene Hutchins

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2024
My husband and I have been working with Allen at Seven Saturdays Financial since his recent retirement. Allen's process of bringing our different risk tolerances into one plan is incredibly detailed but makes total sense to one that is not a financial expert. He walked closely with us through all the steps to bring the plan together and kept us on schedule to meet our deadlines. I also appreciate the added resources to assist us with our insurance needs to complete our financial plan. Allen's comprehensive plan has us brought such peace of mind is time of such uncertainty. We are truly able to appreciate and live the 7 Saturdays concept and look forward to a continued partnership with Allen for many years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sonya York
Sonya York

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2024
Allen Mueller with 7 Saturdays Financial has helped my family get our finances organized, put together a long-term financial plan, achieve more clarity about where we are now and where we are going, and we are now in the process of estate planning. We feel much more organized and confident with Allen on our team, and our investment in working with his company has already created a positive ROI.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brad Stewart
Brad Stewart

Allen Mueller and 7 Saturdays Financial are Excellent!

✅ Wealthtender Certified Advisor Review™
Aug 2, 2024
My wife and I have been working with on our retirement preparation with Allen for about 8 months now. Allen has helped us to consider additional factors in our retirement prep and helped us to focus our thinking. He has been a huge help to us, and we definitely already feel significantly more confident in our retirement plan and better prepared for the actual retirement. I highly recommend him and 7 Saturdays Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard Keith
Richard Keith

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 2, 2024
We have just wrapped up our first year of being a client of 7 Saturdays Financial and my wife and I could not be any happier with our decision to allow Allen to guide us on our financial journey. The entire process from the initial meeting to developing an unbelievably detailed plan to implementing the plan Allen has consistently taken the time to listen to our needs and then patiently explains the options. To sum up our experience I would say that Allen and 7 Saturdays Financial feels more like you are part of a team and not just a client. We are looking forward to many more years of being with the 7 Saturdays Financial team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg Springer
Greg Springer
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