Reliant Wealth Planning, LLC is a reputable investment advisory firm headquartered in Louisville, KY. With two offices, the company boasts a team of 15 dedicated professionals, three of whom specialize in providing top-notch investment advisory services. Demonstrating their expertise, each investment advisor manages an impressive average of $134,780,000 in assets under management, surpassing the industry average.
Reliant Wealth Planning, LLC adopts a comprehensive compensation structure, offering various options such as a percentage of assets under management, fixed fees, and commissions. Notably, nearly half of their assets under management originate from employer 401Ks and individuals, reflecting their substantial experience in this area. What sets them apart is that all the assets they manage are discretionary, enabling them to make informed decisions on behalf of their clients.
The firm primarily caters to high-net-worth individuals, managing a majority of their assets. In addition to their investment advisory services, Reliant Wealth Planning, LLC serves as a registered representative of a broker-dealer and an insurance broker or agent. Their commitment to excellence is evident in their extensive client base, comprising over 1,060 individual clients, with a remarkable $404,336,000 in assets under management.
Reliant Wealth Planning, LLC takes pride in its team of highly tenured advisors, including Shannon Brown, Shaun Chelf, and Laura Clark. Their collective expertise and commitment to client satisfaction have earned the firm a stellar reputation in the industry. As a trusted partner in financial planning and investment management, Reliant Wealth Planning, LLC continues to provide exceptional services to clients in Louisville, KY, and beyond.