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RETIREMENT SOLUTIONS GROUP

RETIREMENT SOLUTIONS GROUP, INC.

CRD 289069 · SEC 801-136002

Visit website

101 SE PARKWAY CT, SUITE 210, FRANKLIN, TN, 37064, United States

Phone

615-467-6300

Fax

615-523-2400

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$159.6M

Discretionary AUM

$159.6M

Team

7 total employees; 3 advisory reps

Clients

26-50

Fees

Fixed fees; REFERRAL FEES

Org form

Corporation

Filing date

2026-05-26

Disciplinary history

Yes

Services

Financial planningSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals228$57.0M
High net worth individuals72$99.8M
Charitable organizations1$2.8M

States served

TN

All web addresses on file

Official SEC filing: View on IAPD