Retirement Solutions Group
Financial planning in Franklin, TN
SEC registeredNo commissions reported
Public-record details
- Address
- 101 Se Parkway CT, Suite 210, Franklin, TN 37064
- Phone
- (615) 467-6300
- Listed under
- Financial planning, Flat / fixed fees
- Legal name
- Retirement Solutions Group, INC.
- CRD number
- 289069
- Registration
- SEC registered since 2026-05-11
- Compensation (Form ADV 5.E)
- Fixed fees; Other (Referral Fees)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Selection of other advisers; Educational seminars/workshops
- Regulatory assets under management
- $159.6 million
- Accounts managed
- 661
- Clients reported (Form ADV 5.D)
- 301
- Individual / high-net-worth clients
- 228 / 72
- Employees
- 7
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2026-07-09
Read the official record
- SEC IAPD summary for CRD 289069 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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