RETIREMENT FINANCIAL SOLUTIONS, LLC
Legal name: BLUE RIDGE WEALTH PLANNERS
CRD #285347 SEC #801-123504 KNOXVILLE, TN 865-392-4260
SEC Registered
Total AUM
$275.7M
Discretionary
$275.7M
Employees
20
Clients
0
Accounts
723
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | INTERIM CCO | NA | |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, BRADLEY, ROBERT | I | MANAGING DIRECTOR | C | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBERT, HARRY | I | MEMBER AND WEALTH PLANNER | B | Control |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| FUGATE, ROBIN, RENEE | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, Ashley | I | MEMBER | B | |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
| Vandergriff, John | I | MEMBER AND WEALTH PLANNER | B | Control |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (6)
FL GA NC TN TX VA
Address
9725 COGDILL ROADSUITE 101
KNOXVILLE, TN 37932
United States
Phone: 865-392-4260