Resilient Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$803,000
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$200,750
About
Resilient Financial Solutions LLC is a fee-only registered investment adviser founded in 2024 that provides discretionary investment management and both ongoing and project-based financial planning to individuals and small business clients. As of December 2025 the firm reported $803,000 in discretionary assets under management and serves a very small client base (four clients), and it delivers planning reports and individualized investment policy guidance as part of its services.
The firm emphasizes asset-allocation-driven portfolios and employs a blend of passive and active strategies, drawing on fundamental and cyclical analysis as well as modern portfolio theory to set target allocations. RFS typically manages client accounts on a discretionary basis, may engage third‑party outside managers, and allows reasonable client-imposed investment restrictions when requested in writing.
Notable features relative to peers include the firm’s very small scale and recent registration combined with a sole principal who brings an engineering and defense-sector program management background plus recent CFP‑level credentialing, and who discloses a separate business activity that the brochure says occupies a substantial portion of trading‑hour time but can be adjusted. The firm also states it implements client trades on an individual basis rather than using aggregated or block trading and does not provide written performance reports beyond custodial statements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees for Project-Based Financial Planning range from $500 to $9,000; Ongoing Financial Planning fees range from $6,000 to $9,000 annually; initial fee for financial planning up to $2,500
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rate of $250 for Project-Based Financial Planning
Ongoing Financial Planning charged as a recurring fixed fee, $6,000 to $9,000 annually, paid monthly in arrears
Minimum fee: Initial enrollment fee of $350 per household Fee-only: Firm is fee-only, compensated solely by client fees with no commissions or sales-related compensation
Main office location
Resilient Financial Solutions
Lebanon TN, United States
Number of offices
1
Most active in
Resilient Financial Solutions has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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