RADIANT WEALTH PLANNING

Overview

Radiant Wealth Planning is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines basic accounting services with financial planning, portfolio management for individuals and small businesses, and educational workshops. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements, reflecting a mix of advisory relationships from ongoing wealth management to project-based planning. Investment activity is skewed toward liquid public market exposure: the firm reports a clear preference for equities, using exchange-traded instruments as the core building blocks of client portfolios. Radiant Wealth Planning does not position itself as a capital allocator and does not identify as an ESG-focused or multi-state adviser on regulatory filings. The practice appears tailored to hands-on fiduciary planning and discretionary portfolio management for a modest client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices