Overview
Assets Under Management: $521 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 570
Average Client Assets: $647,069
Frequently Asked Questions
RELIANT WEALTH PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286230), RELIANT WEALTH PLANNING, LLC is subject to fiduciary duty under federal law.
RELIANT WEALTH PLANNING, LLC is headquartered in LOUISVILLE, KY.
RELIANT WEALTH PLANNING, LLC serves 570 high-net-worth clients according to their SEC filing dated December 04, 2025. View client details ↓
According to their SEC Form ADV, RELIANT WEALTH PLANNING, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
RELIANT WEALTH PLANNING, LLC manages $521 million in client assets according to their SEC filing dated December 04, 2025.
According to their SEC Form ADV, RELIANT WEALTH PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 570
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.84
Average High-Net-Worth Client Assets: $647,069
Total Client Accounts: 1,625
Discretionary Accounts: 1,625
Regulatory Filings
CRD Number: 286230
Filing ID: 2026453
Last Filing Date: 2025-12-04 14:02:49
Website: 0