Seven Springs Wealth Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“Fees for financial planning and related services will typically range from $1,500 to $5,000 and are separate from any portfolio management fees described below.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Seven Springs Wealth Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and are based on various factors such as the services requested by the Client; the complexity of the Client's situation; and the research and resources needed to provide the requested services.”
• “Generally, one-half (1/2) of the fee is payable upon the Client's execution of an advisory agreement with SSWG, and the fee balance is due upon SSWG's presentation of the plan, completion of the services, or in 90 days, whichever comes first.”
• “No refund of any earned portion of the initial deposit will be made to the Client.”

How Seven Springs Wealth Group’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the Tennessee median of $3,000. 54% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Brentwood that publish a flat or project fee charge less.

About Seven Springs Wealth Group

• Firm size: 15 employees.
• Founded: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

384

Employees

15

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,407,611,413

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127411

Website

sevenspringswealth.com (opens in new tab)

Phone

(615) 370-1253

Can advise clients in 8 states: California, Florida, Georgia, Kentucky, Mississippi, New Hampshire, Tennessee, Texas

Other planners in Brentwood that publish fees

• Finwell, Inc.Brentwood$299/hr, $299⁠-⁠$1,999
• Highmark, LLCBrentwood$250/hr, $100⁠-⁠$25,000
• Investgro LLCBrentwood$500/hr, $1,500⁠-⁠$10,000
• Keystone Financial Resources, LLCBrentwood$350/hr, $500⁠-⁠$2,200
• Main Street Investors, LLCBrentwood$250⁠-⁠$2,500
• Melby Wealth ManagementBrentwood$333/hr, $4,000

Compare all 18 planners in Brentwood