Seven Springs Wealth Group

Overview

Seven Springs Wealth Group is an SEC registered investment adviser based in Brentwood, TN, registered since 2005. It reports $1.4B in assets under management across 1,771 accounts, with 15 employees. It has 8 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

86%

Accounts

1,771

Average account

$795K

Employees

15

Advisory reps

8

Registered since

2005

Jurisdictions

8

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Jeremy Patrick Hutzel President, Chief Compliance Officer, Managing Member CRD 5527843
• Andrew Charles Michael Partner, Chief Investment Officer CRD 6512895
• Karlie Lyles Burkhalter Partner, Chief Operating Officer CRD 5919170

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Hunter Pierce Anderson Investment Adviser Rep CRD 7377571
• Dennis Charles Carter II Investment Adviser Rep CRD 7477091
• Jeremy Patrick Hutzel Insurance Agent · Investment Adviser Rep CRD 5527843

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 Powell Pl Ste 215
Brentwood, TN 37027

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: sevenspringswealth.com

Every state, with registration dates

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