RETIREMENT FINANCIAL SOLUTIONS, LLC
DBA: BLUE RIDGE WEALTH PLANNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $361.7M |
| Discretionary | $361.7M100% of AUM |
| Client Accounts | 2,137 |
| Avg Account Size | $169K |
| Employees | 26 |
| Peak AUM | $361.7MMar 2026 |
| AUM CAGR | +31.7% /yrover 4 yrs · 13 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $362M | +31.2% | +34.2% | +31.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $361.7M |
| Discretionary | $361.7M |
| Employees | 26 |
| Client Accounts | 2137 |
| Client Range | More than 500 |
Contact & Location
Address
9725 COGDILL ROAD
KNOXVILLE TN 37932
Phone
865-392-4260
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$362M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution