SEVEN SPRINGS WEALTH GROUP

340 Seven Springs Way
Suite 710
Brentwood, Tennessee 37027-4536
Tel: 615-370-1253

About SEVEN SPRINGS WEALTH GROUP

SEVEN SPRINGS WEALTH GROUP, formally registered with the SEC as SEVEN SPRINGS WEALTH GROUP. The firm was established in 09/02/2005. They have over 2 offices throughout the country.

SEVEN SPRINGS WEALTH GROUP is a Brentwood, Tennessee based Financial Planning firm with nearly $765,139,458 assets under management, offering retirement planning & investment advisory services to 1057 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127411
SEC#	801-64641
Assets Managed by Firm	$765,139,458
No. of Clients	1057
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1057	$765,139,458
Individuals (other than high net worth individuals)	106	$44,442,467
High net worth individuals	112	$720,696,991

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