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Bryce William Hodge

Investment adviser representative at Blue Ridge Wealth Planners
13 yearsExperience
1 stateRegistered in
$361.7MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Blue Ridge Wealth PlannersMar 2025 to now
  2. Retirement Financial Solutions, LLC dba Blue Ridge Wealth PlanneMar 2025 to now
  3. Ameriprise Financial Services, LLCMay 2023 to Feb 2025
  4. 21st MortgageJul 2022 to Apr 2023
  5. First Century BankMay 2021 to Aug 2021
  6. East Tennessee State UniversityAug 2020 to May 2022
  7. Walters StateAug 2017 to May 2020
  8. Tennessee Golf FoundationMay 2015 to Aug 2021
  9. Halls High SchoolAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TN).

Blue Ridge Wealth Planners

Legal name: Retirement Financial Solutions, LLC

$361.7MAssets managed
798Clients
15Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7733125
Firm CRD
285347
Advisor's SEC record (opens in a new tab)
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