Adviser Profile
| As of Date | 05/13/2026 |
| Registration status | Registration Changed to RETIREMENT SOLUTIONS GROUP, INC. |
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 159,620,234 |
| of that, discretionary | 159,620,234 |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 241,483 |
| % High Net Worth | 23.92% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds