Retirement Financial Solutions, LLC
● SEC registered since 2022CRD 285347SEC# 801-123504Knoxville, TN
Reg. AUM
$361.7M
Employees
26
Accounts
2,137
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 $361.7 million in regulatory assets under management and employs 26 people.
Retirement Financial Solutions, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Vandergriff | Member | 10-25% | 2014 |
| Bradley Robert Fugate Control | Managing Director | 25-50% | 2014 |
| Christopher Lee Payne | Interim Cco | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Retirement Financial Solutions, LLC manage?
Retirement Financial Solutions, LLC reports $361.7 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Financial Solutions, LLC have?
Retirement Financial Solutions, LLC reports 26 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
| Address | 9725 Cogdill Road, Suite 101, Knoxville, TN 37932 |
| Phone | 865-392-4260 |
| Office hours | M-Thur 9a.m. - 5p.m., Friday 9a.m. - 3p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$361.7M▲ 80%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$361.7Mregulatory AUM
Discretionary $361.7M