Retirement Solutions Group

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Client assets under management

$156,804,101

Clients

300

24% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

100

High

Average account size

$522,680

About

Retirement Solutions Group, Inc. is a fee‑based financial planning and investment management firm that serves individuals, high‑net‑worth clients, and business entities. Its services include discretionary asset management delivered through a co‑advisor relationship with a third‑party manager, fixed‑fee financial planning, and public seminars and workshops.

The firm assists clients in selecting model portfolios managed by the third‑party co‑advisor, retains discretionary authority to implement and rebalance those models, and documents client goals and risk profiles with periodic reviews (quarterly) and written plan delivery timelines (typically within 30 days). RSG describes its investment analysis methods as including fundamental, technical, charting and cyclical approaches, and notes that client assets are held at qualified custodians with advisory fees deducted by the custodian.

Distinctive features disclosed in the brochure include regulatory disclosure events involving firm management — consent orders that included probationary restrictions related to an insurance license, limits on securities applications, and civil penalties, as well as an earlier FINRA matter that was resolved — and a co‑advisor fee‑sharing arrangement with the third‑party manager. The firm also notes that a principal devotes substantial time to outside insurance and legal‑planning businesses (creating disclosed conflicts of interest that are mitigated by disclosure), and it offers no‑fee, educational seminars and workshops to the public.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Active portfolio management

Fee options

Fixed

Financial planning fixed fee between $500 and $1,000

Percentage

All Assets+: 2.00% (Strategic Portfolios total fee) All Assets+: 1.80% (Tactical Portfolios total fee) All Assets+: 1.70% (Allocation & Defined Outcome Portfolios total fee) All Assets+: 1.00% (Preservation Portfolios total fee) All Assets+: 1.50% (Private Wealth Portfolios total fee) All Assets+: $300 (Client Directed Accounts flat fee)

Other

Fee-only: Financial planning fixed fees $500 to $1,000

Main office location

Retirement Solutions Group

101 Se Parkway Ct, Suite 210

Franklin TN 37064, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 615-467-6300

Advisors at this firm

James C

CFA®, Series 63, Series 66

Franklin, TN

Retirement Solutions Group

James Casanova is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Retirement Solutions Group. His previous roles include positions at Northwestern Mutual and Capital Stewardship Partners. Outside of his advisory work, he holds a secretary role for a local homeowners association. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm that serves individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Active portfolio management

Ryan M

Series 63, Series 65

Franklin, TN

Retirement Solutions Group

Ryan Moore is a financial advisor with Retirement Solutions Group who holds Series 63 and Series 65 credentials and has nine years of industry experience. He is also an independent insurance agent and a partner at Retirement Solutions Group, LLC, where he is involved in insurance and legal planning services. Moore is active in a nonprofit organization, RSG Gives Back Inc. Retirement Solutions Group, Inc. is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars, using a range of investment analysis methods and maintaining client assets with qualified custodians.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Active portfolio management

Chandler B

Series 66

Franklin, TN

Retirement Solutions Group

Chandler Brown is a financial advisor at Retirement Solutions Group with a Series 66 designation and approximately two years of industry experience. His prior roles include positions at Reflection Financial Strategies and Equitable Advisors. Outside of finance, he was involved with Three Rivers Waterfowlers for four years. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary asset management through a co-advisor relationship, fixed-fee financial planning, and public seminars and workshops.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Active portfolio management

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