BLUE RIDGE WEALTH PLANNERS

Legal name: RETIREMENT FINANCIAL SOLUTIONS, LLC

CRD 285347File 801-123504

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$361.7M

Below cohort median (national)

Discretionary AUM

$361.7M

Clients

798

2,137 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 22, 2022
Principal office: 9725 COGDILL ROAD, SUITE 101, KNOXVILLE, TN, 37932
Phone: 865-392-4260
Website: https://www.planforeverything.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $361.7M
Discretionary AUM: $361.7M
Non-discretionary AUM: $0
Discretionary accounts: 2,137
Non-discretionary accounts: 0
Total accounts: 2,137
AUM per client: $453K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$785K
High net worth individuals	69	$125.4M
Pension and profit sharing plans	4	$3.2M
Individuals (other than high net worth individuals)	721	$232.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.