Retirement Solutions Group
Firm details
- Headquarters
- Franklin, Tennessee
- CRD number
- 289069
- Registered since
- May 11, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- HNWI62.54%
- Individuals35.69%
- Charitable Organizations1.76%
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Retirement Solutions Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is listed as a capital allocator and works with both individual/family and institutional clients. Its advisory services emphasize financial planning, selecting other advisers for clients, and running educational seminars or workshops. Fee arrangements include fixed fees and other, unspecified fee structures. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. The adviser shows SEC registration in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds30%
- Other27%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2Chelsea Moore
Chief Financial OfficerCRD 8170347

Ryan Moore
CEOCRD 3208990
Contacts
2 of 2
James Casanova
Senior Investment AdvisorCRD 6683886
Chandler Brown
Investment Advisor RepresentativeCRD 7638852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Franklin, TN
Williamson
Location
Franklin, TN
Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 101 Se Parkway Ct
- Time zone
- CT (UTC-6)
- Office locations
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