Paul Mckanna is a CFA-designated registered investment advisor at Seven Springs Wealth Group, based in Brentwood, TN, with 3 years of industry experience. Paul 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
Get directionsHistory
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 →Other Business Activities
Paul is the registered agent for HTG LLC, a real estate leasing company, since 2016. He spends a few hours per week on tax preparation, filing, and general management.
Employment History
Current Registrations
Seven Springs Wealth Group
State Registrations1 state
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