James Casanova
Retirement Solutions Group · Franklin, Tennessee
James Casanova is a fee-only financial advisor at Retirement Solutions Group in Franklin, Tennessee, who holds the CFA credential. Retirement Solutions Group reports charging fixed fees on its Form ADV.
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Facts
| Firm | Retirement Solutions Group |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $181.5M across 340 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 6683886 |
| Exams passed | Series 63 (2017) · Series 66 (2019) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | rsginfo.com |
| Profile |
How James's firm compares
- Retirement Solutions Group's average account is about $534,000, from its Form ADV (assets managed divided by 340 accounts).
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Questions about James
Is James Casanova a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Retirement Solutions Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Retirement Solutions Group, reports charging fixed fees on its SEC Form ADV.
Where is James Casanova based?
James Casanova is based in Franklin, Tennessee.
What credentials does James Casanova hold?
James Casanova holds the CFA credential.
Is James Casanova registered with the SEC?
Yes. James Casanova is registered as an investment adviser representative in TN (CRD 6683886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Retirement Solutions Group manage?
Retirement Solutions Group reports $181.5M across 340 accounts in assets under management.
How do I contact James Casanova?
Through James's website, rsginfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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