Reliant Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reliant Wealth Advisory provides discretionary investment management and general wealth advisory guidance to individuals, high‑net‑worth individuals, families, and small business owners. The firm constructs and manages portfolios tailored to clients’ goals, risk tolerance, time horizon, and financial circumstances and may, at its discretion, provide a formal written financial plan to existing investment management clients.
The firm generally manages accounts on a discretionary basis and combines fundamental, technical, macroeconomic, quantitative, and cyclical analysis to inform long‑term allocation with tactical adjustments. Reliant invests across ETFs, equities, bonds, mutual funds, and cash equivalents, reviews accounts at least quarterly, and offers negotiable fee arrangements including an asset‑based schedule or a flat annual fee option.
Distinctive operational features include a tax return preparation benefit for eligible clients—where the firm may pay all or part of the cost for an independent third‑party preparer and does not receive compensation from the preparer—and flexible fee terms such as a flat fee that can include a cost‑of‑living adjustment. Reliant is a recently founded (2025) small adviser managing approximately $2.43 million in discretionary assets, recommends Altruist as its custodian, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Negotiable flat annual fee on a client-by-client basis; example given is $12,000/year billed $1,000/month, but specific amounts vary and are negotiated
$0 - not explicitly stated: Not explicitly stated - fees are tiered with a blended rate calculated across applicable tiers, but exact tier percentages and breakpoints are not disclosed in the brochure
Main office
Hoboken NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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