Jeremy Hutzel, CFA, CFP®

Jeremy Hutzel is the President and Owner of Seven Springs Wealth Group, LLC, a financial advisory firm based in Brentwood, Tennessee.12 Here are some key details about Jeremy Hutzel and his role:

Professional Background

Jeremy Hutzel has extensive experience in the financial services industry. He leads Seven Springs Wealth Group, which has been in business for over 20 years, providing comprehensive financial planning and wealth management services to individuals and families.2

Expertise and Approach

Financial Planning Philosophy: Jeremy and his team at Seven Springs Wealth Group take a holistic approach to financial planning, focusing on:

• Customized investment solutions
• Effective tax reduction strategies
• Insurance considerations
• Education planning
• Legacy planning and wealth transfer2

Client-Centric Approach: The firm emphasizes personalized service, viewing each client as an individual with unique needs and aspirations. This approach allows them to create tailored wealth management solutions for families, executives, entrepreneurs, and expatriates.1

Professional Reputation

Jeremy Hutzel has received positive recognition for his work:

• He has 21 reviews on Indyfin, a financial advisor review platform
• Clients describe him as goal-oriented and ambitious2

Firm Details

Under Jeremy's leadership, Seven Springs Wealth Group has achieved:

• Assets Under Management: $765,139,458
• Total Clients: 219
• Average Client Size: $3,509,8142

The firm is registered with the US Securities and Exchange Commission (SEC) as an investment adviser.1

While specific personal details about Jeremy Hutzel are limited in the provided information, his professional accomplishments and the success of Seven Springs Wealth Group reflect his expertise and leadership in the financial advisory field.