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Retirement Financial Solutions, LLC

● SEC registered since 2022CRD 285347SEC# 801-123504Knoxville, TN
Export (members)
Reg. AUM
$275.7M
Employees
20
Accounts
723
Location
Knoxville, TN

Retirement Financial Solutions, LLC assets under management

Retirement Financial Solutions, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2022. It reports $275.7 million in regulatory assets under management and employs 20 people.
www.planforeverything.comView on SEC.gov ↗

Retirement Financial Solutions, LLC owners & executives

6 reported
NameTitleOwnershipSince
Ashley VandergriffMember10-25%2014
Bradley Robert Fugate ControlManaging Director25-50%2014
John Vandergriff ControlMember And Wealth Planner10-25%2014
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Frequently asked questions

How much does Retirement Financial Solutions, LLC manage?

Retirement Financial Solutions, LLC reports $275.7 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Financial Solutions, LLC have?

Retirement Financial Solutions, LLC reports 20 employees.

Where is Retirement Financial Solutions, LLC located?

Retirement Financial Solutions, LLC is based in Knoxville, TN and has been SEC-registered since 2022.

Does Retirement Financial Solutions, LLC disclose fund performance?

Retirement Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9725 Cogdill Road, Suite 101, Knoxville, TN 37932
Phone865-392-4260
Office hoursM-Thur 9a.m. - 5p.m., Friday 9a.m. - 3p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$275.7M
Non-discretionary$0
Total (RAUM)$275.7M