# Retirement Solutions Group

> Retirement Solutions Group is an SEC-registered investment advisory firm in Franklin, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 289069
- Filed as: RETIREMENT SOLUTIONS GROUP
- Legal name: Retirement Solutions Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289069
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-solutions-group-franklin-tn-289069

## Quick answers

**How is Retirement Solutions Group compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Solutions Group reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Retirement Solutions Group located?**
Retirement Solutions Group's principal office is in Franklin, TN, according to its Form ADV.

**Is Retirement Solutions Group registered with the SEC or a state?**
Retirement Solutions Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 289069.

**How much does Retirement Solutions Group manage?**
Retirement Solutions Group reports $159,620,234 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**What types of clients does Retirement Solutions Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (228); high net worth individuals (72); charitable organizations (1).

**Which custodians does Retirement Solutions Group use?**
Retirement Solutions Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Retirement Solutions Group report any disciplinary disclosures?**
Reports 7 disclosure items on Form ADV Item 11: yes answers to 7 questions about regulatory matters (11.D(1), 11.D(2), 11.D(4), 11.D(5), 11.E(1), 11.E(2), 11.E(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289069

**What changed in Retirement Solutions Group's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $159,620,234
- Discretionary: $159,620,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $56,974,625 |
| High net worth individuals | 72 | $99,829,476 |
| Charitable organizations | 1 | $2,816,133 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports 7 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289069

### Websites listed on Form ADV (Item 1.I)
- fb.me/RSGTN
- rsginfo.com
- rsgtaxplan.com
- rsgtn.com
- rsgtnevents.com
- rsgtnmedicare.com
- rsgtnregister.com
- rsgtnrisktolerance.com
- Facebook @RSGTN

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in TX.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Solutions Group (CRD 289069): Form ADV filing data as of October 2026.