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Lucas Adams

Reliant Wealth Planning, LLC

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About Lucas Adams

Lucas Adams is a Certified Financial Planner™ professional with over 5 years of experience in the financial services industry. Lucas is currently registered with Reliant Wealth Planning, LLC, a firm with a strong focus on providing personalized financial advice and guidance. Lucas is committed to building long-term relationships with clients and helping them achieve their financial goals. Lucas's expertise covers a wide range of financial services, including financial planning, investment management, and retirement planning.

Firm Information

Lucas Adams 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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Lucas Adams’s Registration & Firm History

KY

01/26/2025 - 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 Lucas Adams.
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