Jenny Wilson is a CFP-designated registered investment advisor at Seven Springs Wealth Group, based in Brentwood, TN, with 17 years of industry experience. Jenny 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
Silver Oak Securities, IncorporatedBroker
Securities Service Network, LLCBroker
Institutional Capital Management, INC.Broker
Securities Service Network, INC.Broker
Suntrust Investment Services, INC.Broker
State Registrations1 state
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