Seven Springs Wealth Group
Brentwood, TN·SEC-registered · CRD #127411
Seven Springs Wealth Group is an SEC-registered investment advisory firm in Brentwood, TN managing $1.4B across 1.9k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
1.9k
Advisory staff
11
Fee model
Fee-based
How Seven Springs Wealth Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Seven Springs Wealth Group
How much does Seven Springs Wealth Group manage?
Per its most recent SEC Form ADV filing (06/01/2026), Seven Springs Wealth Group reports $1.4B in regulatory assets under management across roughly 1.9k client accounts.
How does Seven Springs Wealth Group charge?
Seven Springs Wealth Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Seven Springs Wealth Group a fiduciary?
Yes. Seven Springs Wealth Group is registered with the U.S. Securities and Exchange Commission (CRD #127411), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Seven Springs Wealth Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Seven Springs Wealth Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Brentwood, TN
Profile compiled from Seven Springs Wealth Group's public SEC Form ADV filing (CRD #127411, filed 06/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Seven Springs Wealth Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Seven Springs Wealth Group? Claim this profile.