Wealth Manager
    SEC Registered
    Manages Private Funds

    Reliant Wealth Planning, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #286230

    Assets Under Management
    $595M
    Client Accounts
    1,701
    Employees
    13
    CRD Number
    286230
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Reliant Wealth Planning, LLC

    Reliant Wealth Planning, LLC, founded in 2017, offers wealth management and financial planning services. It has full trading authority for discretionary accounts. The firm is based in Louisville, KY.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Reliant Wealth Planning, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Reliant Wealth Planning, LLC's AUM?

    Reliant Wealth Planning, LLC reports approximately $595M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Reliant Wealth Planning, LLC headquartered?

    Reliant Wealth Planning, LLC is headquartered in Louisville, Kentucky.

    What is Reliant Wealth Planning, LLC's CRD number?

    Reliant Wealth Planning, LLC's CRD number is 286230. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Reliant Wealth Planning, LLC manage?

    Reliant Wealth Planning, LLC manages approximately 1,701 client accounts according to its latest SEC filing.

    Is Reliant Wealth Planning, LLC SEC registered?

    Yes, Reliant Wealth Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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