Ryan Moore
Ryan Moore is a registered investment advisor at Retirement Solutions Group, based in Franklin, TN, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 301 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Solutions Group (RSG) works with Gradient Investments, LLC (GI) to manage your investments. The annual fee depends on the type of portfolio you choose:
- Strategic Portfolios: 2.00% (1.00% to GI, 1.00% to RSG)
- Tactical Portfolios: 1.80% (0.80% to GI, 1.00% to RSG)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to GI, 1.00% to RSG)
- Preservation Portfolios: 1.00% (0.40% to GI, 0.60% to RSG)
- Private Wealth Portfolios: 1.50% (0.50% to GI, 1.00% to RSG)
For Client Directed Accounts, a flat fee of $300 is charged by GI. RSG does not receive any of this fee. GI assists with account opening, closing, and transfers, but does not have discretion over the account. A $15 quarterly service fee is also charged by GI for technology and reporting. These fees are negotiable.
Location
101 SE Parkway Ct, Suite 210, Franklin, TN, 37064
Get directionsHistory
Regulatory History (7)
Regulatory
November 2021Regulatory
May 2018Regulatory
October 2012Customer Dispute
June 2011Customer Dispute
April 2011Employment Separation After Allegations
February 2011Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Ryan is an independent insurance agent since 2015, dedicating about half of his time to insurance sales. He is also a partner at Retirement Solutions Group, LLC since 2017, providing insurance DBA and legal planning services.
Employment History
Current Registrations
Retirement Solutions Group
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Peabody, INC.Broker
Liberty Funds Distributor, INC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.