Seven Springs Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 251–500 clients last fiscal year.
Seven Springs Wealth Group reports 400 clients. They include 201 high-net-worth individuals, 183 individual clients, and 16 pension and profit-sharing plans. Of its assets, 85.7% ($1.21B across 1,645 accounts) are managed with discretion; $201M across 126 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 6% |
| High-net-worth individuals | 50% | 83% |
| Pension and profit-sharing plans | 4% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 183 | $84.2M | 6.0% | $460K |
| High-net-worth individuals | 201 | $1.17B | 83.2% | $5.82M |
| Pension and profit-sharing plans | 16 | $153M | 10.9% | $9.55M |
| Total | 400 | $1.41B | 100% | $3.52M |
- Clients
- 183
- Regulatory AUM
- $84.2M
- AUM share
- 6.0%
- Avg. per client
- $460K
- Clients
- 201
- Regulatory AUM
- $1.17B
- AUM share
- 83.2%
- Avg. per client
- $5.82M
- Clients
- 16
- Regulatory AUM
- $153M
- AUM share
- 10.9%
- Avg. per client
- $9.55M
Total
- Clients
- 400
- Regulatory AUM
- $1.41B
- AUM share
- 100%
- Avg. per client
- $3.52M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Seven Springs Wealth Group charges 0.20%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$5M | 0.55% |
| $5M–$10M | 0.35% |
| $10M–$20M | 0.25% |
| $20M and above | 0.20% |
Fee details and sources
Other fees
- Financial Consulting
- Other financial consulting services are billed per engagement on an hourly or fixed-fee basis.
- Financial Planning
- Financial planning typically ranges from $1,500 to $5,000, is negotiable and is separate from portfolio management fees; half is due at signing.
Jeremy and Aubrie Hutzel Living Trust DTD 11/30/2021 owns 75% or more of Seven Springs Wealth Group and is in turn owned by Jeremy Hutzel (50–75%) and Aubrie Hutzel (50–75%). The leadership team of Seven Springs Wealth Group includes President Jeremy Hutzel, Chief Investment Officer Andrew Michael and Chief Operating Officer Karlie Burkhalter. It has 15 employees, 11 of them in advisory roles.
Leadership
- Jeremy HutzelPresident/Chief Compliance Officer/Managing Member
- Karlie BurkhalterPartner & Chief Operating Officer
- Andrew MichaelPartner & Chief Investment Officer
- Jenny WilsonPartner & Director of Financial Planning
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Hunter Pierce Anderson
- Dennis Charles Carter II
- Jeremy Patrick Hutzel
- Paul McKanna
- Andrew Charles Michael
- Matthew Parks
- Jenny Elaine Wilson
- Michael Hunter Yarbrough
Staff
- 15 employees
- 11 in advisory functions
- 9 state-registered reps
- 1 insurance agent
- Owns 75% or more of Seven Springs Wealth Group, LLC
Jeremy and Aubrie Hutzel Living Trust DTD 11/30/2021
since February 2024
- Owns 50% to 75% of Jeremy and Aubrie Hutzel Living Trust DTD 11/30/2021
Jeremy Hutzel
Control person · since November 2021
- Owns 50% to 75% of Jeremy and Aubrie Hutzel Living Trust DTD 11/30/2021
Aubrie Hutzel
since November 2021
- Owns 75% or more of Seven Springs Wealth Group, LLC
Jeremy and Aubrie Hutzel Living
since February 2024
- Owns 5% to 10% of Seven Springs Wealth Group, LLC
Andrew Michael
since July 2025
- Owns 5% to 10% of Seven Springs Wealth Group, LLC
Jenny Wilson
since July 2025
- Owns 5% to 10% of Seven Springs Wealth Group, LLC
Karlie Burkhalter
since July 2025
Seven Springs Wealth Group’s regulatory assets grew 2.7× from $529M (April 2021) to $1.41B (June 2026); clients rose from 143 to 400 and employees from 8 to 15. Between 2021 and 2024, 2 advisory firms joined it. The largest by last filed assets was Prudent Street Financial Advisors ($303M, December 2024, the most recent).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.41B | 400 | 15 | 1 |
| July 2025 | $1.21B | 373 | 18 | 2 |
| March 2024 | $765M | 218 | 10 | 1 |
| April 2023 | $575M | 213 | 10 | 1 |
| June 2022 | $664M | 194 | 8 | 1 |
| April 2021 | $529M | 143 | 8 | 1 |
Firms that joined
20241 joined
- Prudent Street Financial AdvisorsLast filed AUM $303M
20211 joined
- Dreher and AssociatesNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Seven Springs Wealth Group has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 200 Powell Place, Suite 215, BrentwoodHQ
Contact and registration details
- Legal name
- Seven Springs Wealth Group, LLC
- Headquarters
- 200 Powell Place, Suite 215, Brentwood, TN 37027
- Website
- sevenspringswealth.com
- Phone
- 615-370-1253
- @sevenspringswealthgroupllc
- SEC file
- 801-64641
- Founded
- 2003
- Structure
- Tennessee LLC
- Fiscal year end
- December
Seven Springs Wealth Group uses Fidelity ($952M, 83%) and Charles Schwab ($198M, 17%) as custodians for its separately managed accounts. Seven Springs Wealth Group has custody of $566M in client assets for 172 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $952M83%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $198M17%
At year end, Seven Springs Wealth Group’s separately managed accounts were mostly in funds (58%) and stocks (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $458M across 85 positions; the largest are iShares TR (19.6%), iShares TR (12.1%) and The Cigna Group (7.5%).
What the accounts hold
- Stocks39%
- Funds58%
- Bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
Reported 13F holdings
- $458M
- Reported 13F value
- 85
- Positions
- 72.9%
- In the 10 largest
- +5.9%
- Value vs. prior quarter
- iShares TR · Core Div Grwth19.6%
- iShares TR · Core 1 5 YR Usd12.1%
- The Cigna Group7.5%
- Schwab Strategic TR · Fundamental Intl6.1%
- iShares TR · Ibonds Dec 295.9%
- iShares TR · Ibonds Dec 20325.9%
- Schwab Strategic TR · Fund EM Equi ETF5.2%
- Schwab Strategic TR · Fundamental US S5.0%
- iShares TR · Core S&P US Gwt3.0%
- American Centy ETF TR · Intl Smcp Vlu2.8%
Together, the ten largest are 72.9% of reported value.
How many clients does Seven Springs Wealth Group have?
Seven Springs Wealth Group has 400 clients and manages $1.41 billion for them, as of June 2026. They include 201 high-net-worth individuals, 183 individual clients, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026
What services does Seven Springs Wealth Group offer?
Seven Springs Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Seven Springs Wealth Group charge?
Seven Springs Wealth Group charges 0.20%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Seven Springs Wealth Group use?
Seven Springs Wealth Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $952M and Charles Schwab & Co., Inc. (Westlake, TX), with $198M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026
How many financial advisors does Seven Springs Wealth Group have?
Seven Springs Wealth Group has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Seven Springs Wealth Group invest in?
At the end of its last fiscal year, Seven Springs Wealth Group’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities, 3% investment grade corporate bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Seven Springs Wealth Group?
Seven Springs Wealth Group is owned through a trust by Jeremy and Aubrie Hutzel. Its direct owners are Jeremy and Aubrie Hutzel Living Trust DTD 11/30/2021 (75% or more), Jeremy and Aubrie Hutzel Living (75% or more), Andrew Michael (5% to 10%), Jenny Wilson (5% to 10%), and Karlie Burkhalter (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 June 2026
How does Seven Springs Wealth Group get paid?
Seven Springs Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Seven Springs Wealth Group?
Seven Springs Wealth Group’s main office is at 200 Powell Place, Suite 215, Brentwood, TN 37027. Its phone number is 615-370-1253. Its website is sevenspringswealth.com.