Retirement Solutions Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$178,279,113
Clients
339
Advisors
3
of 7 employees
About
Retirement Solutions Group is a fee‑based financial planning and investment management firm that serves individuals, high‑net‑worth clients, and business entities and also offers public educational seminars and workshops. The firm provides written financial plans on a fixed‑fee basis and coordinates investment services for clients rather than acting as a custodian.
RSG operates primarily through a co‑advisor relationship with a third‑party money manager that implements actively managed model portfolios; the firm helps clients select appropriate models and retains discretion to change models to reflect client risk tolerances. The firm discloses that it shares advisory revenue with the third‑party manager and participates in production‑based incentive arrangements tied to assets placed with that manager.
Noteworthy distinctions in the brochure include several disclosed regulatory matters — state consent orders and a prior self‑regulatory sanction — and an agreed period of heightened supervision following those events, which the firm documents in Item 9. The firm also discloses that the principal spends substantial time in an affiliated insurance and legal‑planning practice (a disclosed outside business activity and potential conflict of interest), and it disclaims custody of client assets and routinely leaves proxy voting to clients.
Client services
Expertise
Fee options
$0+: 2.15% (Custom Indexing - Strategic Portfolio) $0+: 2.00% (Strategic Portfolio) $0+: 1.85% (Custom Indexing - Allocation Portfolio) $0+: 1.70% (Allocation Portfolio) $0+: 1.70% (Tactical Portfolio) $0+: 1.70% (Defined Outcome Portfolio) $0+: 1.50% (Private Wealth Portfolio) $0+: 1.00% (Preservation Portfolio)
Fee-only: Fixed fees for financial planning services ranging from $500 to $1,000
Main office
101 SE Parkway Ct, Suite 210
Franklin TN 37064
Advisors at this office
3
Most active in
Tennessee · Texas
Also doing business as
Retirement Solutions Group · Retirement Solutions Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James C
CFA®, Series 63, Series 66
Franklin, TN
Retirement Solutions Group
James Casanova Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Retirement Solutions Group and has previously worked at Northwestern Mutual and Vanguard, among other firms. Casanova serves as secretary for a nonprofit homeowners association. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm provides written financial plans on a fixed-fee basis and coordinates investment services by partnering with a third-party money manager that implements actively managed model portfolios.
Ryan M
Series 63, Series 65
Franklin, TN
Retirement Solutions Group
Ryan Moore is a financial advisor with Retirement Solutions Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Retirement Solutions Group since 2015 and is also involved as an independent insurance agent. Moore has participated in charitable activities through RSG Gives Back Inc. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm works primarily through a co-advisor relationship with a third-party money manager that implements actively managed model portfolios, helping clients select and adjust models based on risk tolerance.
Chandler B
Series 66
Franklin, TN
Retirement Solutions Group
Chandler Brown is a financial advisor at Retirement Solutions Group with one year of industry experience. He holds a Series 66 designation and has prior experience at Reflection Financial Strategies and Equitable Advisors. Retirement Solutions Group provides fee-based financial planning and investment management services to individuals, high-net-worth clients, and business entities. The firm offers written financial plans on a fixed-fee basis and works through co-advisor relationships with third-party money managers who implement actively managed model portfolios.
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