# Seven Springs Wealth Group

Seven Springs Wealth Group is a Bank / Wealth / Trust based in Brentwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brentwood, United States
- **Region:** North America
- **Address:** Brentwood, TN, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** sevenspringswealth.com
- **LinkedIn:** https://www.linkedin.com/company/sevenspringswealthgroupllc

## Regulatory record

- **CRD number:** 127411
- **SEC file number:** 801-64641
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127411

## About

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. 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.

## People

- Jeremy Hutzel — Financial Advisor
- Matt — Financial Advisor
- Jenny — Financial Advisor

## Questions

### 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.

## Related profiles

- [Seven Seas Venture Partners](https://altss.com/profile/seven-seas-venture-partners)
- [Sevenstars Capital](https://altss.com/profile/sevenstars-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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