{"url":"https://nivawealth.com/firms/retirement-solutions-group-289069","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289069","regulatoryAum":159620234,"crd":"289069","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7638852","suffix":null,"lastName":"Brown","firstName":"Chandler","middleName":null},{"crd":"6683886","suffix":"Jr","lastName":"Casanova","firstName":"James","middleName":"M"},{"crd":"3208990","suffix":null,"lastName":"MOORE","firstName":"RYAN","middleName":"DAVID"}],"total":3,"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"},"secFileNumber":"801-136002","legalName":"Retirement Solutions Group, Inc.","displayName":"Retirement Solutions Group","slug":"retirement-solutions-group-289069","website":"https://rsgtn.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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organizations","clients":1,"fewerThan5":true,"regulatoryAum":2816133}],"feePrograms":[{"role":"other","program":"Financial planning and consulting","summary":"Financial planning is a flat fee between $500 and $1,000, with half of the estimated fee billed at signing and the balance on delivery of the plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060971","versionId":1060971,"submittedOn":"2026-10-13","documentName":"ADV2A&2B SEC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:50:08.646713+00:00","documents":[{"name":"ADV2A&2B SEC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060971","versionId":1060971,"submittedOn":"2026-10-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":159620234}],"custodyNote":"Retirement Solutions Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Moore","title":"Owner/Chief Compliance Officer/Investment Advisor Representative","crd":"3208990"},{"name":"Chelsea Moore","title":"Owner/CFO","crd":"8170347"}],"ownership":[{"label":"Ryan Moore","detail":"Owner/chief compliance officer/investment advisor representative in the 75% or more ownership band and a control person, since April 2015."},{"label":"Chelsea Moore","detail":"Owner/cfo in the 25% to 50% ownership band and a control person, since September 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"101 Se Parkway CT, Suite 210","city":"Franklin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-467-6300","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":37},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":30},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":27,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289069/PDF/289069.pdf","brochureDate":"13 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060971","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Retirement Solutions Group have?","answer":"Retirement Solutions Group has 301 clients and manages $160 million for them, as of July 2026. They include 228 individual clients, 72 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Retirement Solutions Group offer?","answer":"Retirement Solutions Group provides financial planning, selecting other managers 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":"Which custodians does Retirement Solutions Group use?","answer":"Retirement Solutions Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $160M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Retirement Solutions Group have?","answer":"Retirement Solutions Group has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Solutions Group invest in?","answer":"At the end of its last fiscal year, Retirement Solutions Group’s separately managed accounts held 37% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 27% other, 4% cash and equivalents, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). The 27% other category is described as: Structured Notes.","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 Solutions Group?","answer":"Retirement Solutions Group’s direct owners are Ryan Moore (75% or more) and Chelsea Moore (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Retirement Solutions Group get paid?","answer":"Retirement Solutions Group is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Retirement Solutions Group?","answer":"Retirement Solutions Group’s main office is at 101 Se Parkway CT, Suite 210, Franklin, TN 37064. Its phone number is 615-467-6300. Its website is rsgtn.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}