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Seven Springs Wealth Group LLC

Multifamily office listing in Brentwood, Tennessee, United States.

  • SEC-registered
Regulatory AUM
$1.4 billion
Employees
15
Clients
251-500
Published minimum
$250,000

Tennessee investment adviser serving executives, families, entrepreneurs, business owners, and multigenerational wealth clients through financial planning, investment management, and family office services.1

Overview

Seven Springs Wealth Group is registered with the U.S. Securities and Exchange Commission and provides fee-based fiduciary advice through experienced CERTIFIED FINANCIAL PLANNERS™. Its work combines personalized planning, tax-aware investment management, retirement guidance, and ongoing wealth coordination.12

History

The firm began in May 2003 as Sailer Financial, Inc. It adopted the Seven Springs Wealth Group LLC name in March 2021.3

Timeline

  1. 2003The firm began in May 2003 as Sailer Financial, Inc.
  2. 2021It adopted the Seven Springs Wealth Group LLC name in March 2021.

Leadership

The team page lists Jeremy Hutzel as President and Chief Executive Officer, Jenny Wilson as Partner and Wealth Advisor, Andy Michael as Partner and Chief Investment Officer, and Karlie Burkhalter as Partner and Chief Operating Officer.1

Services

Seven Springs offers financial planning, retirement planning, tax strategy, investment management, life transition planning, legacy and estate planning, business exit planning, corporate retirement planning, private wealth management, and family office services.4

Its financial planning work includes goal setting, risk tolerance assessment, cash-flow analysis, education planning, insurance analysis, and corporate benefits advisory.4

Investment management may include customized public-market portfolios, tax-aware strategies, direct indexing, active management, and curated private-market opportunities.4

For corporate retirement plans, the firm provides fiduciary support covering investment selection and monitoring, plan design, employee education, benchmarking, and transition assistance.3

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Risk and insurance
  • Business owner services
  • Retirement planning

Client Focus

Seven Springs works with executives, families, entrepreneurs, business owners, high-net-worth households, and clients managing multigenerational wealth. Its private wealth and family office services are designed to coordinate planning, investments, tax considerations, estate goals, and major financial transitions.24

Approach

The firm describes its C.O.U.R.S.E. process as Connect, Organize, Uncover, Refine, Support, and Empower. This framework combines collaborative discovery and planning with continuing guidance as client priorities develop.5

Seven Springs reports that its C.O.U.R.S.E. process typically costs $1,500 to $5,000. Financial planning and wealth management fees range from 0.2% to 1.25%, depending on asset size and plan complexity.5

Assets and Minimums

As of December 31, 2025, Seven Springs reported $1,206,291,284 in discretionary client assets and $201,320,129 in non-discretionary client assets.3

The firm reports that Voyage Portfolio account minimums typically begin at $250,000.3

By the numbers

Regulatory AUM by year$0K$387M$774M$1.2B$1.5B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 127411. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$303 million$303 million$0
2017$320 million$320 million$0
2018$385 million$385 million$0
2019$344 million$344 million$0
2020$462 million$462 million$0
2021$529 million$529 million$0
2022$664 million$664 million$0
2023$575 million$544 million$31 million
2025$1.2 billion$1.0 billion$195 million
2026$1.4 billion$1.2 billion$201 million
Average AUM per client by year$0K$1M$2M$3M$4M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 127411. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$2 million
2020$3 million
2021$4 million
2022$3 million
2023$3 million
2025$3 million
2026$4 million
Clients by type (2026)High net worth individuals201Individuals183Pension plans16
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 127411. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals183
High net worth individuals201
Pension plans16
Employees by year051015202016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 127411. As of .
Employees reported on Form ADV
YearEmployees
20165
20177
20187
20197
20208
20218
20228
202310
202518
202615

Ranks #2 of 3 SEC-registered firms in TN on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 127411. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Seven Springs Wealth Group serve?

The firm serves executives, families, entrepreneurs, business owners, high-net-worth households, and multigenerational wealth clients.2

What investment services does Seven Springs provide?

Its investment management services include customized public-market portfolios, tax-aware strategies, direct indexing, active management, and selected private-market opportunities.4

What is the C.O.U.R.S.E. process?

C.O.U.R.S.E. stands for Connect, Organize, Uncover, Refine, Support, and Empower. Seven Springs uses it to structure collaborative planning and ongoing client guidance.5

  • LocationMultifamily offices in Tennessee

    Use this Tennessee directory to compare firms that work with executives, families, entrepreneurs, and business owners. It gives a regional starting point for reviewing differences in investment management, financial planning, tax and estate coordination, insurance, retirement, and family office services.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain language guides on wills, trusts, beneficiary choices, and related decisions. A family considering Seven Springs Wealth Group can use these materials to prepare questions about estate planning, fiduciary arrangements, multigenerational transfers, and how legal work fits with financial and tax planning.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners can use it to think through succession, governance, liquidity, and continuity questions, then connect those topics with planning, risk, tax, retirement, and family office conversations relevant to a multigenerational household.

  • GuideWhen does a family need its own office

    This MultifamilyOffices.com guide outlines signs that a family may need dedicated coordination, such as growing complexity, shared assets, business interests, or several generations involved. It can help readers assess whether family office services belong alongside investment management, estate, tax, fiduciary, and risk planning.

  • Similar firmsSoutheastern Trust Company
    Steel Grove
    Clarity Family Office

    Profiles of Southeastern Trust Company, Steel Grove, and Clarity Family Office provide additional comparison points within this site's coverage. Reviewing their service descriptions can help a Tennessee family or business owner frame questions about trust and fiduciary work, investment oversight, planning, and family office scope.

Sources

  1. Seven Springs Wealth Group team page
  2. Seven Springs Wealth Group website
  3. Seven Springs Wealth Group Form ADV Part 2A brochure
  4. Seven Springs Wealth Group services
  5. Seven Springs Wealth Group approach

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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