linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Reliant Wealth Planning, LLC

Headquartered in LOUISVILLE, KY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Reliant Wealth Planning, LLC is an investment advisor based in LOUISVILLE, KY. They provide financial planning and portfolio management services to individuals and families, as well as to charitable organizations. The firm has 5 investment advisor representatives and manages approximately $520,645,127 in assets for 1,625 clients. Reliant Wealth Planning offers a wrap fee program and participates in educational seminars.

Reliant Wealth Planning, LLC

301 TOWNEPARK CIRCLE

LOUISVILLE, KY 40243

$520.65M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RELIANT WEALTH PLANNING, LLC has a total of 1 branch locations across the country.
location

Louisville, KY

Advisors at Reliant Wealth Planning, LLC

View All 4 Advisors
Unclaimed
Jessica Lauren Bourassa

CFP®, RA

LOUISVILLE, KY

View Profile
Unclaimed
Nicholas Alcorn

CFP®, RA

LOUISVILLE, KY

View Profile
Unclaimed
Shaun William patrick Chelf

CFP®, RA

Louisville, KY

View Profile
Unclaimed
Lucas Adams

CFP®, RA

View Profile
Unclaimed
Laura Jean Clark

CFP®, RA

Louisville, KY

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Reliant Wealth Planning, LLC is right for you?

Disclosures

There are no public disclosures for Reliant Wealth Planning, LLC.

Frequently Asked Questions (5)

Not sure if Reliant Wealth Planning, LLC is right for you?