Seven Springs Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,254,799,508
Clients
384
Advisors
8
of 15 employees
About
Seven Springs Wealth Group provides financial planning and portfolio management to individuals (including high‑net‑worth clients), trusts, foundations, retirement plans, and business entities. Its services include ongoing discretionary portfolio management, customized financial planning, corporate retirement plan fiduciary services (3(21) or 3(38)), and project‑based financial consulting.
The firm typically manages client accounts on a discretionary basis using asset‑allocation modeling and a mix of long‑ and short‑term strategies, and it may incorporate third‑party separate account managers for additional diversification. It offers a proprietary SSWG Voyage Portfolio implemented via an independent subadvisor with an overlay and manages roughly $1.4 billion in combined discretionary and non‑discretionary assets.
SSWG discloses that several associated persons are licensed insurance agents and owners of an affiliated insurance agency (Prudent Street Financial Advisors), and that insurance brokerage relationships and commissions are an additional source of compensation. The firm also discloses use of artificial intelligence tools in research and client‑service workflows and notes the use of client testimonials in its advertising, each addressed through supervisory procedures and written disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees for financial planning services negotiated per engagement; also may use annual flat fees for combined management and planning services
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.35% $10,000,001 - $20,000,000: 0.25% $20,000,001+: 0.20%
Commissions earned from sale of insurance products by associated persons, separate from advisory fees
Hourly fees may apply for financial consulting services and some financial planning arrangements
Minimum fee: Minimum annual fee of $5,000 for portfolio management services Fee-only: Financial planning fees typically range from $1,500 to $5,000; hourly or fixed fees negotiated per engagement
Main office
200 Powell Place, Suite 215
Brentwood TN 37027
Advisors at this office
8
Most active in
California · Florida · Georgia · Kentucky · Mississippi · New Hampshire · Tennessee · Texas
Also doing business as
Sailer Financial, Inc. · Sailer Financial, LLC · Seven Springs Wealth Group · Seven Springs Wealth Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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