Jeremy
Hutzel
Seven Springs Wealth Group, LLC
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About this Advisor
Jeremy Hutzel is a certified financial planner and chartered financial analyst operating out of Brentwood, Tennessee with 13 years of relevant experience. Hutzel is on the advisory team at Seven Springs Wealth Group, LLC. Throughout their career, Hutzel has worked at Silver Oak Securities, Inc, Securities Service Network and Seven Springs Wealth Group, LLC Fka Sailor Financial, LLC. Hutzel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee and Texas. Seven Springs Wealth Group, LLC is an advisory business based out of Brentwood, TN. It oversees $576 million in assets under management among its 1,069 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,069 accounts, 46% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Seven Springs Wealth Group, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on the type of financial services provided. Fee types charged by Seven Springs Wealth Group, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seven Springs Wealth Group, LLC Brokerage Details
$575,478,288
10
1,069
$538,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeremy Hutzel Work History
Jeremy has been registered as a financial advisor for 13 years.*
Seven Springs Wealth Group, LLC Fka Sailor Financial, LLC
Silver Oak Securities, Inc
Securities Service Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Hutzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seven Springs Wealth Group, LLC
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.