Alison Mewborne
Seven Hills Financial · Tallahassee, Florida
Alison Mewborne is a fee-only financial advisor at Seven Hills Financial in Tallahassee, Florida, who holds the CFP credential. Seven Hills Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Seven Hills Financial |
|---|---|
| Based in | Tallahassee, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $280.9M across 895 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5060027 |
| Exams passed | Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sevenhillsfinancial.com |
| Profile |
How Alison's firm compares
- Seven Hills Financial's average account is about $314,000, from its Form ADV (assets managed divided by 895 accounts).
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Questions about Alison
Is Alison Mewborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Seven Hills Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison's firm, Seven Hills Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alison Mewborne based?
Alison Mewborne is based in Tallahassee, Florida.
What credentials does Alison Mewborne hold?
Alison Mewborne holds the CFP credential.
Is Alison Mewborne registered with the SEC?
Yes. Alison Mewborne is registered as an investment adviser representative in FL (CRD 5060027), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seven Hills Financial manage?
Seven Hills Financial reports $280.9M across 895 accounts in assets under management.
How do I contact Alison Mewborne?
Through Alison's website, www.sevenhillsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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