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Seven Springs Wealth Group

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Cash flow / budgeting Concentrated stock management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

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Fee options

Fixed

Flat fees for financial planning services negotiated per engagement; also may use annual flat fees for combined management and planning services

Percentage

$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

Commissions earned from sale of insurance products by associated persons, separate from advisory fees

Project-based

Hourly fees may apply for financial consulting services and some financial planning arrangements

Other

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

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.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Jeremy H

CFP®, CFA®, Series 66

Brentwood, TN

Seven Springs Wealth Group

Jeremy Hutzel is a CFP® and CFA® with 18 years of industry experience. He has been with Seven Springs Wealth Group since 2005, previously working at Securities Service Network and Silver Oak Securities. Hutzel is also licensed as an insurance agent. Seven Springs Wealth Group serves individuals, trusts, foundations, retirement plans, and business entities with financial planning and portfolio management. The firm typically manages client accounts on a discretionary basis using asset-allocation modeling and a combination of long- and short-term strategies, including proprietary portfolios and third-party subadvisors.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Jenny W

CFP®, Series 66

Brentwood, TN

Seven Springs Wealth Group

Jenny Wilson is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Seven Springs Wealth Group, where she has worked since 2017. Her prior experience includes roles at Silver Oak Securities, Inc. and Securities Service Network. Seven Springs Wealth Group provides financial planning and portfolio management services to individuals, trusts, foundations, retirement plans, and business entities. The firm manages client accounts primarily on a discretionary basis, using asset-allocation modeling and a combination of long- and short-term strategies, including its proprietary SSWG Voyage Portfolio.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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.

Cash flow / budgeting Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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