Johnny Garrison is a CFA-designated registered investment advisor at Seven Springs Wealth Group, based in Brentwood, TN, with 27 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 373 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. SSWG may combine the account values of family members to determine the applicable advisory fee. SSWG may also charge an annual flat fee for investment management and financial planning services.
Fee Estimator
Location
340 Seven Springs Way, Suite 710, Brentwood, TN, 37027-4536
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Seven Springs Wealth Group
Previous Registrations
Park Place Capital Corporation
Tradeweb Direct LLCBroker
Duncan-Williams, INC.Broker
Pierpont Securities LLCBroker
Cortview Capital Securities LLCBroker
Suntrust Robinson Humphrey, INC.Broker
Proequities, INC.Broker
Jefferies & Company, INC.Broker
Abn Amro Financial Services, INC.Broker
Sterne, Agee & Leach, INC.Broker
Compass Brokerage, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.