A complete list of active advisors currently associated with Retirement Solutions Group

Warmer can help you find a great advisor at Retirement Solutions Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Retirement Solutions Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.