Fee-only adviser · Franklin, TN
Retirement Solutions Group
Retirement Solutions Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Franklin, Tennessee. On its latest Form ADV, filed October 13, 2026, it reports $182M in regulatory assets under management, 339 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 289069 · SEC file 801-136002 |
| Office | 101 SE Parkway CT Suite 210 Franklin, TN 37064 |
| Phone | (615) 467-6300 |
| Website | rsginfo.com |
| Regulatory assets under management | $182M |
| Individual clients | 290 non-high-net-worth, 49 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Fixed fee, Other |
| Services | Financial planning, Selection of other advisers, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | October 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Franklin
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- Abound Wealth Management, LLC $1.9B
- Cypress Capital, LLC $426M
- Agp Franklin, LLC $247M
- Cap Partners, LLC $255M
- Efinancial Alliance, LLC $292M
See all 21 fee-only advisers in Franklin →
Nearby
- Brentwood 15 firms
- College Grove 1 firm
- Nashville 39 firms
- Murfreesboro 3 firms
- Mt. Juliet 1 firm
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