{"url":"https://nivawealth.com/firms/retirement-financial-solutions-285347","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285347","regulatoryAum":361659979,"crd":"285347","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8207884","suffix":null,"lastName":"Andrews","firstName":"Benjamin","middleName":"Phillip"},{"crd":"7892866","suffix":null,"lastName":"Ballenger","firstName":"Austin","middleName":"Wells"},{"crd":"7125048","suffix":null,"lastName":"Bigwood","firstName":"Joshua","middleName":"Wayne"},{"crd":"8194587","suffix":"II","lastName":"Cravens","firstName":"Wayne","middleName":"Harris"},{"crd":"6601343","suffix":null,"lastName":"FUGATE","firstName":"BRADLEY","middleName":"ROBERT"},{"crd":"2998559","suffix":null,"lastName":"FUGATE","firstName":"ROBERT","middleName":"HARRY"},{"crd":"6652522","suffix":null,"lastName":"HAAS","firstName":"JOSEPH","middleName":"ROBERT"},{"crd":"7072214","suffix":null,"lastName":"Hill","firstName":"Richard","middleName":"Zachary"},{"crd":"7733125","suffix":null,"lastName":"Hodge","firstName":"Bryce","middleName":"William"},{"crd":"8060418","suffix":null,"lastName":"Kaye","firstName":"Julia","middleName":"Ellyn"},{"crd":"7000500","suffix":null,"lastName":"Mills","firstName":"Jonathan","middleName":null},{"crd":"7194047","suffix":null,"lastName":"Morris","firstName":"Marc","middleName":"Christopher"},{"crd":"8293336","suffix":null,"lastName":"Nelson","firstName":"Jacob","middleName":"Scott"},{"crd":"8092068","suffix":null,"lastName":"Smith","firstName":"Macey","middleName":"Marie"},{"crd":"6250893","suffix":null,"lastName":"Vandergriff","firstName":"John","middleName":null}],"total":15,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-26","regulatoryAum":117489610,"clients":504,"employees":17,"offices":2},{"filedOn":"2023-03-20","regulatoryAum":149449258,"clients":615,"employees":22,"offices":2},{"filedOn":"2024-03-22","regulatoryAum":201231521,"clients":663,"employees":22,"offices":2},{"filedOn":"2025-07-11","regulatoryAum":275684151,"clients":723,"employees":20,"offices":2},{"filedOn":"2026-03-20","regulatoryAum":361659979,"clients":798,"employees":26,"offices":4}],"secFileNumber":"801-123504","legalName":"Retirement 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They include 721 individual clients, 69 high-net-worth individuals, and 4 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Retirement Financial Solutions offer?","answer":"Retirement Financial Solutions provides financial planning, portfolio management for individuals and small businesses, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Retirement Financial Solutions charge?","answer":"Retirement Financial Solutions charges up to 2.00% a year for its Asset Management Services. The fee is billed in arrears and is negotiable.","source":"BLUE RIDGE WEALTH PLANNERS FIRM BROCHURE, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Retirement Financial Solutions use?","answer":"Retirement Financial Solutions’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $362M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Retirement Financial Solutions have?","answer":"Retirement Financial Solutions has 13 investment adviser representatives registered with state securities authorities, out of 26 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Retirement Financial Solutions invest in?","answer":"At the end of its last fiscal year, Retirement Financial Solutions’ separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Retirement Financial Solutions?","answer":"Retirement Financial Solutions’ direct owners are Bradley Fugate, Robert Fugate, John Vandergriff, Robin Fugate and Ashley Vandergriff, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Retirement Financial Solutions get paid?","answer":"Retirement Financial Solutions is paid through a percentage of assets under management and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}