A complete list of active advisors currently associated with Reliant Wealth Planning, LLC
Warmer can help you find a great advisor at Reliant Wealth Planning, LLC or one who fits your needs even better.
Reliant Wealth Planning provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households, managing about $595 million across roughly 1,700 client relationships with a six-advisor team. Services described in the brochure include cash-flow and retirement planning, investment due diligence, estate planning assistance, and the option to receive standalone financial plans or comprehensive wealth management where management and transaction expenses are commonly combined into a single fee. The firm implements portfolios using a multi‑layer framework that includes Core templates (ranging from Conservative to Aggressive), a Tactical Allocation of Portfolio Assets (TAPA) dynamic asset-class selection strategy, and a Liquidity Reserve, with periodic rebalancing and Layer revisions. Reliant also reviews and may manage certain outside investments for clients, providing ongoing due diligence, benchmarking and rebalancing as part of its discretionary service. Reliant’s ownership by Bluespring Wealth Partners (a Kestra Holdings subsidiary) and its explicit affiliations with Arden Trust Company, Johnstone Brokerage Services (a FINRA broker‑dealer), Kestra Investment Management, and Kestra Insurance Planning/Comprehensive Brokerage Services are noted in the brochure and create potential conflicts of interest related to recommendations. The firm also sponsors a wrap fee program, uses paid solicitation/endorsement arrangements (WiserAdvisor), and has a relatively high client-to-advisor ratio (well over 200 clients per advisor), factors that may influence service delivery and referral practices.
To learn more about the advisors currently working at Reliant Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 1
| |
Louisville, KY
| 3
| |
Louisville, KY
| 3
| |
Louisville, KY
| 26
| |
Louisville, KY
| 25
| |
Louisville, KY
| 0
|
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