Reliant Wealth Planning- Financial Advisor Louisville, KY

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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.

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General Information

Firm Start Year

2017

No. of Employees

10-19

Firm CRD#

286230

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891809/paladinregistry-Reliant-Wealth-Planning-detailed-disclosure.html

Paladin Advisors

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Reliant Wealth Planning