# Blue Ridge Wealth Planners

> Blue Ridge Wealth Planners is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 285347
- Filed as: BLUE RIDGE WEALTH PLANNERS
- Legal name: Retirement Financial Solutions, LLC
- Also doing business as: GREAT VALLEY ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285347
- AdvisorCensus page: https://advisorcensus.com/firm/blue-ridge-wealth-planners-knoxville-tn-285347

## Quick answers

**How is Blue Ridge Wealth Planners compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Ridge Wealth Planners reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Blue Ridge Wealth Planners charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Ridge Wealth Planners located?**
Blue Ridge Wealth Planners' principal office is in Knoxville, TN, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Blue Ridge Wealth Planners registered with the SEC or a state?**
Blue Ridge Wealth Planners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 285347.

**How much does Blue Ridge Wealth Planners manage?**
Blue Ridge Wealth Planners reports $361,659,979 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Blue Ridge Wealth Planners' assets and staff changed since 2022?**
In the Form ADV data for Blue Ridge Wealth Planners: Regulatory assets under management: $117,489,610 in the October 2022 data and $361,659,979 in the October 2026 data, up 208%. Total employees: 17 in October 2022 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Ridge Wealth Planners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (721); high net worth individuals (69); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Blue Ridge Wealth Planners use?**
Blue Ridge Wealth Planners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Ridge Wealth Planners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285347

**Does Blue Ridge Wealth Planners state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "We do not have a firm minimum account size to become a client."

**What changed in Blue Ridge Wealth Planners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $275,684,151 to $361,659,979 (+31%). Employees performing advisory functions went from 7 to 14. Added an office in Knoxville, TN. Added an office in Raleigh, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Our maximum annual Advisory Fee for these services is up to 2% of the total assets under management.

- Account minimum: None

> We do not have a firm minimum account size to become a client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $361,659,979
- Discretionary: $361,659,979
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 721 | $232,274,774 |
| High net worth individuals | 69 | $125,377,008 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,223,227 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $784,970 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 26 total, 14 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, NC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chattanooga, TN
- Knoxville, TN
- Raleigh, NC

### Websites listed on Form ADV (Item 1.I)
- blueridgersvp.com
- blueridgewealth.com
- greatvalleyassetmanagement.com
- planforeverything.com
- Facebook @BLUERIDGEWEALTHPLANNERS
- LinkedIn @blueridgewealthplanners
- YouTube @blueridgewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $117,489,610 | 17 | April 26, 2022 |
| October 2023 | $149,449,258 | 22 | March 20, 2023 |
| October 2024 | $201,231,521 | 22 | March 22, 2024 |
| October 2025 | $275,684,151 | 20 | July 11, 2025 |
| October 2026 | $361,659,979 | 26 | March 20, 2026 |

Regulatory assets under management: $117,489,610 in the October 2022 data and $361,659,979 in the October 2026 data, up 208%.
Total employees: 17 in October 2022 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $275,684,151 to $361,659,979 (+31%).
- Employees performing advisory functions went from 7 to 14.
- Added an office in Knoxville, TN.
- Added an office in Raleigh, NC.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Ridge Wealth Planners (CRD 285347): Form ADV filing data as of October 2026.