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RETIREMENT SOLUTIONS GROUP
FRANKLIN, TN
615-467-6300
SEC #801-136002Total AUM
$159.6M
Employees
7Clients
301Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 SE PARKWAY CT
SUITE 210
FRANKLIN
TN 37064
United States
SUITE 210
FRANKLIN
TN 37064
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
615-467-6300
Financials
Total AUM
$159.6M
Accounts
661Discretionary
$159.6M
Accounts
661Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
228AUM
$57M
HNW Individual Clients
72AUM
$99.8M
Charitable Organization Clients
1AUM
$2.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial Planning
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
REFERRAL FEES
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
TN
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.