Investment adviser · CRD 289069
RETIREMENT SOLUTIONS GROUP
Investment adviser filing (IA)
RETIREMENT SOLUTIONS GROUP, INC.
FRANKLIN, TN, United States · Form ADV filed Jul 9, 2026
- Regulatory AUM
- $160M Form ADV · Item 5.F
- Client accounts
- 661 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 72 | $99,829,476 | 62.5% |
| Individuals | 228 | $56,974,625 | 35.7% |
| Charities | Fewer than 5 | $2,816,133 | 1.8% |
Filing source
Form ADV 2118689 · Jul 9, 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: Jul 9, 2026. View historical filings
Reported services
Financial planning · Selection of other advisers · Educational seminars
Compensation
Fixed
Principal office
101 SE PARKWAY CT, SUITE 210FRANKLIN, TN, 37064, United States
CRD 289069
Filing source
Form ADV 2118689 · Jul 9, 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.