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 and offers financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its compensation model combines percentage-of-AUM fees with fixed-fee arrangements. Reliant is not an active ESG investor and does not position itself as a multi-state adviser. The firm reports affiliations with broker-dealers, other investment advisers, a trust company, and an insurance company, indicating a networked operating model that spans distribution and trust/insurance relationships rather than functioning as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 7Shaun 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 50Active vs passive
$347M in ETFs
47%
$162M
41%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO) | Amplify Investments | Active | Derivative Income | $47.5M | 1,058,336 | 13.70% |
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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