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Jessica Lauren Bourassa

Reliant Wealth Planning, LLC

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About Jessica Lauren Bourassa

Jessica Lauren Bourassa is a Certified Financial Planner™ professional, registered with Reliant Wealth Planning, LLC. Jessica has been in the financial services industry for 10 years. Jessica specializes in working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Jessica's firm provides portfolio management for individuals, financial planning, and educational seminars.

Firm Information

Jessica Bourassa is currently registered with Reliant Wealth Planning, LLC. 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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fixed fees

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

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percentage of assets

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

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Jessica Bourassa’s Registration & Firm History

KY

01/18/2023 - Present

Reliant Wealth Planning, LLC (LOUISVILLE KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Lauren Bourassa.
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