Reliant Wealth Planning, LLC

Reliant Wealth Planning, LLC (CRD# 286230) is a financial advisory firm headquartered in Louisville, KY. They manage $469,100,858 in 1,551 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
301 Townepark Circle, Louisville, KY 40243
https://www.linkedin.com/company/reliantwealthplanning/about/
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,551
    ACCOUNTS
  • Average Account Value
    $302,451
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MN, MO, NC, NM, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Reliant Wealth Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Shaun Chelf, financial advisor Louisville KY
Shaun W. Chelf
CRD#: 4168723
301 Townepark Circle, Louisville, KY 40243

Shaun Chelf (CRD# 4168723) is an Investment Advisor Representative working at Reliant Wealth Planning, LLC in Louisville, KY and has over 23 years of experience in the finance industry.

2
Laura Clark, financial advisor Louisville KY
Laura J. Clark
CRD#: 4270026
301 Townepark Circle, Louisville, KY 40243

Laura Clark (CRD# 4270026) is an Investment Advisor Representative working at Reliant Wealth Planning, LLC in Louisville, KY and has over 23 years of experience in the finance industry.

3
Nicholas Alcorn, financial advisor Louisville KY
Nicholas Alcorn
CRD#: 7282351
301 Townepark Circle, Louisville, KY 40243

Nicholas Alcorn (CRD# 7282351) is an Investment Advisor Representative working at Reliant Wealth Planning, LLC in Louisville, KY and has 1 year of experience in the finance industry.

4
Jessica Bourassa, financial advisor Louisville KY
Jessica L. Bourassa
CRD#: 7281578
301 Townepark Circle, Louisville, KY 40243

Jessica Bourassa (CRD# 7281578) is an Investment Advisor Representative working at Reliant Wealth Planning, LLC in Louisville, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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