⌕
Firm profile

Retirement Solutions Group

FRANKLIN, TNCRD 289069Registration Status: ApprovedEffective since May 11, 2026Latest ADV July 9, 2026

Retirement Solutions Group is an SEC registered investment adviser organized as a corporation with a primary office location in Franklin, TN. Its latest Form ADV filing, dated July 9, 2026, reports $160M in regulatory assets under management, 7 employees, and 661 accounts.

Assets Under Management
$160M
Employees
7
Offices
--
Total Clients
301
Primary office
FRANKLIN, TN
101 SE PARKWAY CT, SUITE 210, FRANKLIN, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORyan D. Moore
CFOChelsea Moore

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Selection of other advisers

Fee models offered

2 types reported
Fixed fees
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
228
2
HNWI
23.9%
72
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$160Mas of July 9, 2026
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$160M
Total Accounts661
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee43:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.