Reliant Investment Partners, LLC

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Client assets under management

$233,402,385

Clients

684

16% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

228

Very High

Average account size

$341,232

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

Financial planning Portfolio management

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Fixed

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.

Percentage

Up to 2.00%

Project-based

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 location

Reliant Investment Partners, LLC

293 Olmsted Blvd, Suite 11 B 4

Pinehurst NC 28374, United States

Number of offices

Most active in

Florida · New York · North Carolina · South Carolina · Tennessee · Texas

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 910-363-1010

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.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

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.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

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.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

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