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RETIREMENT SOLUTIONS GROUP
Legal name: RETIREMENT SOLUTIONS GROUP, INC.
CRD 289069File 801-136002
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$159.6M
Bottom 25% of cohort (national)
Discretionary AUM
$159.6M
Clients
301
661 accounts
Employees
7
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 11, 2026
- Principal office
- 101 SE PARKWAY CT, SUITE 210, FRANKLIN, TN, 37064
- Phone
- 615-467-6300
- Website
- HTTP://WWW.RSGTN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $159.6M
- Discretionary AUM
- $159.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 661
- Non-discretionary accounts
- 0
- Total accounts
- 661
- AUM per client
- $530K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.8M |
| High net worth individuals | 72 | $99.8M |
| Individuals (other than high net worth individuals) | 228 | $57.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
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- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
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.