Reliant Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$233,402,385
Clients
684
Advisors
3
of 6 employees
About
Reliant Investment Partners is an SEC-registered investment adviser managing about $268 million on a discretionary basis for individual and high‑net‑worth clients, offering portfolio management and comprehensive financial planning services. The firm develops individualized investment policy statements and implements tailored portfolios while addressing cash‑flow, retirement, tax, estate and business planning needs.
Reliant combines passive and active management and uses fundamental, technical, cyclical and charting analysis to build and rebalance client portfolios, exercising discretionary authority and providing at least quarterly account reviews. The firm provides financial planning on a fixed‑fee or hourly basis and uses a third‑party platform to facilitate discretionary management of held‑away retirement accounts.
The brochure discloses several features that are less common among peers: advisors are licensed to sell life and health insurance, the firm provides contact information for attorneys and accountants and may participate in meetings with those professionals, and the firm has disclosed transition‑related compensation from a custodian. Reliant also serves a relatively high number of clients per advisor (over 200), a client‑service mix that can affect capacity and operational practices compared with similarly sized supported firms.
Client services
Expertise
Fee options
Financial planning fixed fee ranges between $750.00 and $10,000.00, negotiable. Half due at start (not to exceed $1,200.00), remainder at completion.
Up to 2.00%
Up to $350.00 per hour for financial planning, depending on scope and complexity. $350.00 per hour billed if early termination of fixed fee planning.
Main office
293 Olmsted Blvd, Suite 11 B 4
Pinehurst NC 28374
Advisors at this office
3
Most active in
Florida · New York · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
Great Falls Wealth Management · Reliant Investment Partners, LLC · Wealth & Financial Advocate Group · Wealth & Financial Advocates · Wealthfa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lorin W
Series 65
Pinehurst, NC
Reliant Investment Partners, LLC
Lorin Wagler is a financial advisor at Reliant Investment Partners, LLC with three years of industry experience. He holds a Series 65 designation and has been with Reliant since 2021. Prior to his advisory career, he was a full-time student from 2012 to 2019 and again from 2019 to 2022. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over $230 million across more than 600 accounts, employing both passive and active investment strategies with regular portfolio reviews and coordination with outside professionals for estate and tax planning.
Robert W
Series 66
Pinehurst, NC
Reliant Investment Partners, LLC
Robert Wagler is a financial advisor at Reliant Investment Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and Emerald Investment Partners, LLC prior to joining Reliant in 2018. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over 600 accounts with a mix of active and passive strategies, coordinating with outside professionals on estate and tax planning matters.
John H
Series 63, Series 65
Pinehurst, NC
Reliant Investment Partners, LLC
John Hutchinson is a financial advisor with Reliant Investment Partners, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Reliant in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as the mayor of Rockingham, NC, and occasionally performs minor legal work related to wills and powers of attorney. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages approximately $234.8 million across more than 600 accounts, employing both passive and active strategies with regular portfolio reviews and coordination with outside legal and tax professionals.
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