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Seven Springs Wealth Group
Seven Springs Wealth Group opened in 2003 in Brentwood, Tennessee, led by financial advisor Jeremy Hutzel. The firm did not originate from a single family's...
Seven Springs Wealth Group
Seven Springs Wealth Group opened in 2003 in Brentwood, Tennessee, led by financial advisor Jeremy Hutzel. The firm did not originate from a single family's liquidity event; it developed organically as a wealth-management and financial-planning practice serving individuals, high-net-worth families, trusts, and business entities. Client relationships often span more than a decade, with testimonials referencing 15- and 20-year engagements. The firm's investment posture combines financial planning, retirement planning, tax strategy, investment management, business exit planning, and legacy planning. It categorizes clients into four wealth bands: emerging, established, leaders and founders, and multigenerational—a segmentation that signals engagement from pre-accumulation through intergenerational transfer. The firm accesses private investments for qualified clients and structures insurance solutions on a commission basis, disclosed at purchase. Geographic concentration is Middle Tennessee, with no published direct-investment portfolio companies or external co-investor names. Seven Springs operates as a fee-based fiduciary, charging 0.2% to 1.25% on advisory assets depending on account size and complexity; standalone financial planning runs $1,500 to $5,000. The firm lists no additional offices or adjacent philanthropic foundations, though its website notes each team member supports local charitable causes. Client-facing advisors include Jeremy Hutzel, Matt, and Jenny, supported by a credentialed planning staff—the exact professional headcount is not disclosed. Structurally, Seven Springs blends a registered investment adviser's fiduciary obligation with an insurance brokerage capacity that earns commissions, creating a hybrid compensation model uncommon among pure-planning firms. The firm's C.O.U.R.S.E. process—Connect, Organize, Uncover, Refine, Support, Empower—formalizes a planning-centric engagement that functions, in the words of one client testimonial, like a family office for households that may not meet traditional family-office asset minimums.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Brentwood
Corporate office
Brentwood, TN, United States
Principals
Jeremy Hutzel
Financial Advisor
Matt
Financial Advisor
Jenny
Financial Advisor
Frequently asked questions
Who is primarily responsible for investment decisions at Seven Springs Wealth Group?
The firm does not designate a formal CIO. Client-facing advisors—Jeremy Hutzel, Matt, and Jenny—appear to lead portfolio construction and financial-planning delivery. Seven Springs operates as a team-based practice, with decisions likely made collaboratively among its credentialed planners.
How is Seven Springs compensated, and does it act as a fiduciary?
Seven Springs is a fee-based fiduciary. Financial planning engagements range from $1,500 to $5,000. Wealth management fees range from 0.2% to 1.25% of assets under management, scaled by account size and complexity. The firm may also receive commissions on insurance products it recommends, disclosed at purchase, creating a hybrid compensation structure.
Does Seven Springs operate as a single-family office, a multi-family office, or a traditional RIA?
Seven Springs is an SEC-registered investment adviser structured as a traditional wealth-management firm, not a single- or multi-family office. However, its multidisciplinary service model—integrating financial planning, tax strategy, business exit planning, and multigenerational legacy planning—leads some clients to characterize the relationship as functioning like a family office.
What investment stages or asset classes does Seven Springs target for clients?
The firm does not publish a formal asset-allocation mandate. Its services imply coverage of public equities, fixed income, retirement-plan vehicles, and private-investment access for qualified clients. The firm's emphasis on multigenerational planning and business exit planning suggests a keen focus on liquidity events and intergenerational principal protection.
Does Seven Springs manage any pooled vehicles or participate in fund commitments?
There is no public evidence that Seven Springs sponsors pooled investment vehicles or commits capital to third-party funds. The firm operates as a direct wealth manager constructing individual client portfolios, though it mentions private investment access for qualified clients, likely via individual positions or third-party platforms.
What is Seven Springs's relationship with the local community and philanthropic infrastructure?
The firm states that each team member supports local charitable causes, but it does not maintain a separate philanthropic foundation or donor-advised fund platform. Charitable giving is embedded within client legacy-planning conversations rather than offered as a standalone institutional service.
How does Seven Springs define and segment the families it serves?
The firm segments clients across four wealth bands: emerging wealth (early accumulation), established wealth (liquidity events or life transitions), leaders and founders (senior executives and entrepreneurs), and multigenerational wealth (legacy and transfer). This framework guides service intensity and planning complexity rather than denoting discrete sub-brands or entities.
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