l7 wealth
L7 Wealth is a Franklin, Tennessee-based, fee-only registered investment advisor founded in 2025 that provides fiduciary financial planning and wealth management services to goal-oriented professionals and business owners, operating under the SEC-registered RFG Advisory platform.
- Company typePrivate
- Founded2025
- HeadquartersFranklin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What l7 wealth does
L7 Wealth is a privately held, fee-only financial advisory practice founded in 2025 and headquartered in Franklin, Tennessee, serving goal-oriented professionals and business owners in the Nashville metropolitan area and broader Southeast US. The firm provides fiduciary wealth management and comprehensive financial planning services spanning retirement, investment, estate, tax, and insurance planning, with the stated emphasis on detailed strategic plans rather than basic budgeting or investment selection. Advisory services are delivered directly by founder Clint Campbell, who holds the CFA, CFP, and CPWA designations, through in-person consultations, remote meetings, and the Fetch Client Portal. The firm generates revenue through recurring investment advisory fees on assets under management, consistent with the standard RIA fee structure.
The underlying technology stack is not proprietary: L7 Wealth relies on RFG Advisory's SEC-registered RIA platform for investment management, compliance, and back-office infrastructure, and on FMG Suite for its content marketing engine (articles, calculators, and educational videos). The firm is operationally and legally distinct from RFG Advisory — they are unaffiliated entities — but L7 Wealth's Investment Advisory Representatives deliver services under RFG Advisory's registration. The go-to-market motion is consultative and relationship-driven, supported by a content-led top-of-funnel strategy through a resource center, social media presence (Facebook, LinkedIn), and email newsletter. No public pricing, AUM, or revenue disclosures are available.
l7 wealth firmographics
Firmographics- Name
- l7 wealth
- Legal name
- L7 Wealth
- Website
- https://l7wealth.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- L7 Wealth is a Franklin, Tennessee-based, fee-only registered investment advisor founded in 2025 that provides fiduciary financial planning and wealth management services to goal-oriented professionals and business owners, operating under the SEC-registered RFG Advisory platform.
- Ownership category
- akta.pro rank
l7 wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
Keywords
Where l7 wealth is headquartered
LocationHeadquarters
- HQ city
- Franklin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
l7 wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: L7 Wealth generates revenue through investment advisory fees, providing comprehensive financial planning and wealth management services to clients. As an SEC-registered investment advisory firm operating under RFG Advisory's RIA platform, the firm offers ongoing financial guidance, investment management, and strategic planning services. Advisory services are only offered to clients where RFG Advisory and its representatives are properly licensed or exempt from licensure.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
l7 wealth product offering
Product offeringCore offering
L7 Wealth provides comprehensive, customized financial planning and investment advisory services to goal-oriented professionals and business owners. The firm offers retirement planning, investment management, estate strategies, tax optimization, insurance planning, and ongoing progress monitoring. Advisory services are delivered through RFG Advisory, an SEC-registered investment adviser, with Clint Campbell (CFA, CFP, CPWA) serving as the primary advisor providing personalized strategic financial plans.
Product overview
L7 Wealth is a financial advisory firm that partners with goal-oriented professionals and business owners to create comprehensive, customized strategic financial plans. The firm offers a unified advisory service platform comprising core financial planning and investment advisory services through RFG Advisory, supplemented by an extensive suite of financial planning tools including retirement calculators, investment calculators, tax planning tools, insurance planning tools, estate planning tools, money management calculators, and lifestyle calculators. The firm also provides educational resources through a video library and article resource center. Clients can access their accounts through a dedicated client portal. L7 Wealth operates under RFG Advisory, an award-winning Independent Registered Investment Advisory firm recognized for its innovative service platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning
- Investment Advisory Services
- Client Portal Access (Fetch Client Portal)
Companies that use l7 wealth
Customer profileSegments1 record
Ideal customer profiles1 record
l7 wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
l7 wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RFG AdvisorycoreL7 Wealth has aligned with RFG Advisory, an award-winning Independent Registered Investment Advisory firm recognized for its people-driven approach and innovative service platform. RFG Advisory has been building the RIA firm of the future for over 20 years, investing in technology and talent needed to deliver relationship-driven service and thoughtful financial planning. L7 Wealth operates as an affiliated advisor under RFG Advisory's SEC-registered investment advisory platform, leveraging their infrastructure, technology, and compliance framework while maintaining independent client relationships.
Recent moves6 records
Expansion highlights3 records
l7 wealth competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is one of the largest independent RIAs in the US, offering comprehensive wealth management, financial planning, tax, and estate services to affluent individuals and business owners. It targets the same goal-oriented professional and business-owner segment as L7 but at vastly greater scale across multiple offices.
- Wealth Enhancement Group: Wealth Enhancement Group is a national RIA providing comprehensive financial planning, investment management, and tax services to affluent households and business owners. It competes directly with L7 in the comprehensive-planning-for-professionals category with a far larger advisor base.
- Mercer Advisors: Mercer Advisors is a national RIA focused on comprehensive wealth management, tax planning, and estate services for affluent households. Its integrated planning model and affluent-segment targeting make it a strong scaled comparable to L7's value proposition.
- Steward Partners: Steward Partners is an RIA supporting affiliated advisors who serve high-net-worth individuals and business owners with comprehensive planning. Its affiliated-advisor operating model and affluent-segment focus make it a structural and competitive comparable to L7.
- Carson Wealth: Carson Group/Carson Wealth is an RIA platform supporting affiliated advisors serving affluent professionals, business owners, and families with holistic planning. Like RFG, it offers an affiliated-advisor model with shared infrastructure, making it a structural analog to L7's arrangement with RFG.
- Buckingham Strategic Wealth: Buckingham Strategic Wealth is an RIA specializing in goals-based financial planning and evidence-based investment management for mass-affluent and HNW clients. Its emphasis on detailed financial planning and ongoing progress monitoring closely mirrors L7's stated service philosophy.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA providing comprehensive financial planning, investment management, tax, and estate services to high-net-worth individuals and families. It competes directly with L7 for affluent professionals and business owners, with a much broader geographic and specialist footprint.
Emerging players
- Facet Wealth: Facet Wealth is a digital-first RIA delivering comprehensive financial planning to mass-affluent professionals remotely. It competes with L7 for the same digitally engaged professional segment but differentiates through a tech-enabled delivery model rather than a local office presence.
Direct peers
- RFG Advisory: RFG Advisory is the SEC-registered RIA platform under which L7 Wealth delivers advisory services. RFG supports affiliated independent advisors with compliance, technology, and operations - making it both an infrastructure partner and the closest direct comparable in terms of service model and target advisor profile.
Others
- Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms. While not a direct advisor to consumers, its affiliated-firm model and support infrastructure position it as the closest ecosystem-level analog to the RFG platform that L7 depends on.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
l7 wealth social profiles
Digital presencel7 wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
l7 wealth leadership team
Management profileNumber of profiles
Profiles1 record
l7 wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
l7 wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about l7 wealth
What does l7 wealth do?
L7 Wealth provides comprehensive, customized financial planning and investment advisory services to goal-oriented professionals and business owners. The firm offers retirement planning, investment management, estate strategies, tax optimization, insurance planning, and ongoing progress monitoring. Advisory services are delivered through RFG Advisory, an SEC-registered investment adviser, with Clint Campbell (CFA, CFP, CPWA) serving as the primary advisor providing personalized strategic financial plans.
Is l7 wealth a public or private company?
l7 wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was l7 wealth founded?
l7 wealth was founded in 2025. It employs 1 to 10 people.
Where is l7 wealth based?
l7 wealth is headquartered in Franklin, United States, in the North America region.
How does l7 wealth make money?
One revenue line is on record: investment Advisory Services.
Who are l7 wealth's main competitors?
Broad incumbents on record are Creative Planning, Wealth Enhancement Group, Mercer Advisors, Steward Partners, Carson Wealth, Buckingham Strategic Wealth and Mariner Wealth Advisors. Facet Wealth is listed as an emerging player. RFG Advisory is listed as a direct peer. Focus Financial Partners is listed as an others.
Does l7 wealth have an API?
No public API is recorded for l7 wealth.
What industry is l7 wealth in?
l7 wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 523940 and its SIC code is 6282.