Reliant Wealth Planning, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 286230
- Registered since
- January 13, 2017
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.95%
- Individuals26.05%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Reliant Wealth Planning, LLC is an independent registered investment adviser formed in 2017 and organized as an LLC. The firm serves both individuals and families as well as institutional clients, offering fee models that combine percentage-of-AUM billing with fixed-fee arrangements. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and client education via seminars or workshops. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. Affiliations listed include relationships with a broker-dealer, other investment advisers, a trust company and an insurance company, which suggests access to custody, insurance products and outsourced or complementary advisory capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents4%
Contacts
3 of 7
Shaun Chelf
Managing Partner and FounderCRD 4168723
Nicholas Alcorn
Wealth AdvisorCRD 7282351
Jessica Bourassa
Wealth PlannerCRD 7281578
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$386M in ETFs
45%
$173M
41%
$212M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO) | Amplify Investments | Active | Derivative Income | $50.5M | 1,104,334 | 13.09% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 301 Townepark Cir
- Time zone
- CT (UTC-6)
- Office locations
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