Retirement Solutions Group

RIASEC RegisteredEst. 2026
Total AUM
$160M
Discretionary
$160M
100% of AUM
Avg account
$241K
Accounts
661
Employees
7
Advisory reps
4

Firm details

Headquarters
Franklin, Tennessee
CRD number
289069
Registered since
May 11, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees, Other
Client types
  • HNWI62.54%
  • Individuals35.69%
  • Charitable Organizations1.76%
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Solutions Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is listed as a capital allocator and works with both individual/family and institutional clients. Its advisory services emphasize financial planning, selecting other advisers for clients, and running educational seminars or workshops. Fee arrangements include fixed fees and other, unspecified fee structures. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. The adviser shows SEC registration in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Public Funds/Mutual Funds 30%, Other 27%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, Private Funds 1%37%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds30%
  • Other27%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • Chelsea Moore

    Chief Financial OfficerCRD 8170347

  • Ryan Moore

    Ryan Moore

    CEOCRD 3208990

Contacts

2 of 2
  • James Casanova

    James Casanova

    Senior Investment AdvisorCRD 6683886

  • Chandler Brown

    Chandler Brown

    Investment Advisor RepresentativeCRD 7638852

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Franklin, TN

Williamson

Location

Franklin, TN

Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
101 Se Parkway Ct
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth