RIA Intel›Advisers›Tennessee›RETIREMENT FINANCIAL SOLUTIONS, LLC

RETIREMENT FINANCIAL SOLUTIONS, LLC

Advisory

N·KNOXVILLE, TN

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$362M
1-Year AUM Growth
+37.0%
3-Year CAGR
+32.6%
Employees
14
Assets Under Management
Total AUM$362M
Discretionary AUM$362M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients723
Team
Total Employees14
Investment Advisers26
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingFeb 18, 2022
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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