Advisor at Seven Mile Advisory LLC
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Firm
Seven Mile Advisory LLC
Location
Tallahassee, FL 32301-2525
Credentials
CFP®, Series 65
Industry experience
6 years
Lily Zhang is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Seven Mile Advisory LLC, where she has worked since 2025. Her prior experience includes roles at Westmount Asset Management, Gurtin Municipal Bond Management, Ameriprise Financial, and Wendy Foster. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients by providing discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs a diversified investment approach using independent managers, sub-advisors, and mutual funds/ETFs, focusing on complex advisory engagements with a small team overseeing substantial assets.
Based on Seven Mile Advisory LLC
Based on Seven Mile Advisory LLC
Fixed flat fee for investment management services, based on multiple variables such as account size, complexity, and financial planning needs
Minimum fee: Stated quarterly minimum fee, which may be waived at the Firm's discretion Fee-only: Fixed flat fees increasing annually by an inflation adjuster, typically 3%
1201 Hays Street
Tallahassee, FL 32301-2525
New York
Seven Mile Advisory, LLC
2025 - Present (1 year)
Westmount Asset Management, LLC
2020 - 2024 (4 years)
Gurtin Municipal Bond Management
2018 - 2020 (2 years)
Ameriprise Financial
2017 - 2018 (1 year)
Wendy Foster
2015 - 2018 (3 years)
University of California Santa Barbara
2014 - 2018 (4 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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