Reliant Wealth Planning
301 Townepark Circle
Louisville, KY 40243
5023985051
About Reliant Wealth Planning
Reliant Wealth Planning is a premier retirement and estate planning firm, combined with personalized portfolio management, with both decades of experience and deep technical expertise and training. Reliant's differentiating value is our focus on building comfort for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors: 1) Relationship 2) Expertise 3) Trust. We think the world of wealth management is divided between NOUN-focused or VERB-focused Advisors. Noun-focused Advisors have a product on the shelf to sell. VERB-focused Advisors, such as Reliant, rely on objective, disciplined processes to advise you as to what actions you should take to improve your ability to achieve your financial purpose.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
10-19
Firm CRD#
286230
Years of Experience in Financial Services
25
Number of Years with Current Firm
7
Work with the following types of clients
Individual Investors
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, MSFS, CRPS®, RICP®, AEP®
Firm Information
Assets Managed by Firm
$535,293,000
Assets Managed by Advisor
$535,293,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Additional Details on Charges
We calculate fee based on assets, with progressively lower fee percentages in each tier. The more money we manage, the lower the overall fee rate.
Education
Bachelor's of Science - Individual Psychology
United States Military Academy, West Point
06/01/1991 -05/28/1995
Master of Arts in Theological Studies - Church history / Bibliology
Liberty Theological Seminary
01/01/2014 -06/01/2016
Master of Science in Financial Services - Retirement Planning
American College of Financial Services
06/01/2018 -08/01/2020
Graduate Certificate - Behavioral Finance / Financial Psychology
Creighton University
01/01/2021 -08/01/2022
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891809/rothira-Reliant-Wealth-Planning-detailed-disclosure.html