Compensation
Our model for success is to offer fee-based advisory services through a team of experienced and dedicated CERTIFIED FINANCIAL PLANNER™ certificants who work together on our clients' investment, insurance, education, and estate planning needs.
→ The standard fee for Seven Springs Wealth Group’s C.O.U.R.S.E. process typically ranges from $1,500 to $5,000.
→ Our ongoing Financial Planning relationship, which includes wealth management, is typically a percentage charged on assets under management and ranges from .2% to 1.25% depending on the size and complexity of the relationship.
→ Seven Springs Wealth Group or your advisor may recommend insurance solutions and receive a commission when appropriate. This would be disclosed at the time of purchase.
→ Further information on services and fees can be found in the Form CRS, Form ADV Part 2A, or by contacting our office.
