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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT SOLUTIONS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT SOLUTIONS” may also match similarly-named firms). Confirm identity against each filing.
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.