SIEBEN WEALTH PLANNING LLC
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About the firm
Sieben Wealth Planning guides clients with uncompromising values of trust and integrity through the complexities of financial planning and investing. As a fiduciary firm, they operate with a legal and ethical obligation to put clients' best interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning and investment management, including financial planning, full-service portfolio management, tax-smart solutions, and customized financial plans.
Who they serve
Successful, hard-working people seeking financial planning and investment guidance, including those planning for retirement, looking for professional financial advice, or concerned about providing financial security for loved ones. Serving Minnesota and throughout the U.S.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49 | $16M |
| High Net Worth Individuals | 37 | $145M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $999,999 | 1.00% |
| $1,000,000 to $2,999,999 | 0.85% |
| $3,000,000 to $4,999,999 | 0.75% |
| Over $5,000,000 | 0.65% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIEBEN WEALTH PLANNING LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.