Seven Springs Wealth Group logo

Seven Springs Wealth Group

Updated today

Client assets under management

$1,254,799,508

Clients

384

52% high-net worth

Advisors

9

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

43

Low

Average account size

$3,267,707

About

Seven Springs Wealth Group (SSWG) is a registered investment adviser serving individuals (including high‑net‑worth clients), trusts, foundations, charitable organizations, retirement plans, and business entities. The firm offers financial planning, discretionary portfolio management, project‑based financial consulting, and corporate retirement plan fiduciary services, and may incorporate separate account managers or subadvisers into client solutions.

SSWG constructs portfolios using asset‑allocation modeling with both long‑ and short‑term strategies, and may include third‑party managers, options strategies, and private or alternative investments where appropriate; the firm discloses that human advisors make final investment decisions and that certain AI tools are used to support research and client service. For retirement-plan clients, SSWG can act as an ERISA 3(21) or 3(38) fiduciary and provides plan support such as enrollment education, provider benchmarking, and transition assistance.

Distinctive aspects noted in the brochure include the firm’s combination of advisory services with insurance brokerage activity — several associated persons are licensed insurance agents and owners of a related employee‑benefit/insurance firm, and insurance commissions are disclosed as a potential conflict of interest. The firm also discloses use of client testimonials in advertising (an uncommon practice among comparable teams), a proprietary Voyage Portfolio implemented via an independent subadviser with separate advisory arrangements, and a nine‑advisor team overseeing roughly $1.4 billion in client assets.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

May charge an annual flat fee for investment management and financial planning services; fees negotiated based on account size and complexity.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.55% annually $5,000,001 - $10,000,000: 0.35% annually $10,000,001 - $20,000,000: 0.25% annually $20,000,001+: 0.20% annually

Commissions

Associated persons licensed as insurance agents earn commissions for selling insurance products, separate and in addition to advisory fees.

Project-based

Financial consulting fees may be charged on hourly or fixed fee basis, negotiated per engagement.

Other

Minimum fee: $5,000 per year minimum fee for portfolio management services Fee-only: Financial planning fees typically range from $1,500 to $5,000; fees are negotiable. Also offers hourly and fixed fees for financial consulting services on a project-by-project basis.

Main office location

Seven Springs Wealth Group

340 Seven Springs Way, Suite 710

Brentwood TN 37027-4536, United States

Number of offices

1

Most active in

California · Florida · Georgia · Kentucky · Mississippi · New Hampshire · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hunter A

Series 65

Brentwood, TN

Seven Springs Wealth Group

Hunter Anderson is a financial advisor at Seven Springs Wealth Group with two years of industry experience. He holds a Series 65 designation and previously worked at Prudent Street Financial Advisors, LLC. Anderson is also a licensed independent insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach, emphasizing diversified asset-allocation strategies and the use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Johnny G

CFA®, Series 63

Brentwood, TN

Seven Springs Wealth Group

Johnny Garrison is a CFA® charterholder with 27 years of industry experience. He currently advises at Seven Springs Wealth Group and has previously worked at PNC Institutional Asset Management, Park Place Capital Corporation, and Tradeweb Direct LLC. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning and discretionary portfolio management. The firm uses a multi-advisor team approach and emphasizes asset-allocation modeling with diversified strategies, incorporating third-party managers and alternative investments where appropriate.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Michael Y

CFP®

Brentwood, TN

Seven Springs Wealth Group

Michael Yarbrough is a CFP® professional with six years of industry experience. He is currently with Seven Springs Wealth Group and previously worked at RFG Advisory, LLC DBA Lealand Wealth Partners, CapWealth Advisors, LLC, LBMC Investment Advisors, LLC, and O Neill Hagaman. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach, emphasizing diversified asset-allocation strategies and the use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Jeremy H

CFP®, CFA®, Series 66

Brentwood, TN

Seven Springs Wealth Group

Jeremy Hutzel is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He has worked at Seven Springs Wealth Group since 2005 and previously held roles at Securities Service Network and Silver Oak Securities. Hutzel is also a licensed insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, offering financial planning, discretionary portfolio management, and project-based consulting. The firm employs a multi-advisor team structure and emphasizes asset-allocation modeling with diversified strategies, including the use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Paul M

CFA®

Brentwood, TN

Seven Springs Wealth Group

Paul Mc Kanna is a CFA® charterholder with seven years of experience at Seven Springs Wealth Group and five years at R&M Biometrics, Inc. He serves as a registered agent for HTG LLC, a real estate leasing business where he manages tax preparation and general operations. Seven Springs Wealth Group provides financial planning, discretionary portfolio management, and consulting services to individuals, trusts, foundations, charitable organizations, retirement plans, and business entities. The firm manages approximately $1.2 billion in assets and employs a multi-advisor team approach with an investment process that includes diversified asset allocation and use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Jenny W

CFP®, Series 66

Brentwood, TN

Seven Springs Wealth Group

Jenny Wilson is a CFP® with 17 years of industry experience, currently serving as an advisor at Seven Springs Wealth Group. Her prior experience includes roles at Silver Oak Securities, Inc., Securities Service Network, and Sailer Financial, LLC. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm employs a multi-advisor team approach and emphasizes diversified asset-allocation strategies, including the use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Matthew P

Series 65

Brentwood, TN

Seven Springs Wealth Group

Matthew Parks is a financial advisor with Seven Springs Wealth Group in Brentwood, TN, holding a Series 65 designation and six years of industry experience. Prior to joining Seven Springs Wealth Group in 2022, he worked at Dean Dorton Allen Ford, PLLC and Dean Dorton Wealth Management, LLC from 2019 to 2022, and at Mullins, Clemmons & Mayes from 2015 to 2019. In addition to his advisory role, he provides tax advice as an independent contractor for a CPA firm. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, managing approximately $1.2 billion in assets. The firm employs a multi-advisor team structure and focuses on asset-allocation modeling with diversified strategies, incorporating third-party managers and alternative investments where appropriate.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Andrew M

CFA®

Brentwood, TN

Seven Springs Wealth Group

Andrew Michael is a CFA® charterholder with 10 years of industry experience. He has been with Seven Springs Wealth Group, LLC (formerly Sailer Financial, LLC) since 2015. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities with financial planning, discretionary portfolio management, and project-based consulting. The firm employs a multi-advisor team structure and emphasizes asset-allocation modeling with diversified strategies, including the use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Dennis C

CFP®

Brentwood, TN

Seven Springs Wealth Group

Dennis Carter II is a CFP® professional with three years of industry experience, currently with Seven Springs Wealth Group since 2021. He previously worked at Marigold (formerly CM Group) and spent nine years with the Nashville Symphony. Seven Springs Wealth Group serves individuals, trusts, foundations, charitable organizations, retirement plans, and business entities, managing approximately $1.2 billion in assets. The firm employs a multi-advisor team structure and emphasizes diversified asset-allocation strategies, including the use of third-party managers and alternative investments.

College savings (529s, UTMA, etc.) Cash flow / budgeting Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")