Investment adviser · CRD 285347
BLUE RIDGE WEALTH PLANNERS
Investment adviser filing (IA)
RETIREMENT FINANCIAL SOLUTIONS, LLC
KNOXVILLE, TN, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $362M Form ADV · Item 5.F
- Client accounts
- 2,137 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 721 | $232,274,774 | 64.2% |
| High-net-worth individuals | 69 | $125,377,008 | 34.7% |
| Retirement plans | 4 | $3,223,227 | 0.9% |
| Corporations & businesses | 4 | $784,970 | 0.2% |
Filing source
Form ADV 2053398 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
9725 COGDILL ROAD, SUITE 101KNOXVILLE, TN, 37932, United States
CRD 285347
Filing source
Form ADV 2053398 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.