Wealth manager, wrap-program sponsor · Louisville, KY
Reliant Wealth Planning, LLC
SEC-registered investment adviser · CRD 286230 · SEC 801-108818
At a glance
Reliant Wealth Planning, LLC is an SEC-registered investment adviser based in Louisville, Kentucky, with $595 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,700 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,504th of 8,915 wealth managers and 7,129th of 17,210 SEC-registered advisers by assets.
Main office 502-398-5050reliantwealthplanning.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $595M
- Rank among wealth managers
- #2,504 of 8,915
- Rank among all SEC RIAs
- #7,129 of 17,210
- Rank in Kentucky
- #30 of 85
- Individual clients
- 1,700
- High-net-worth clients
- 642
- Accounts
- 1,701
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Shaun W. ChelfWealth Advisor
- Laura J. ClarkWealth Advisor
- Tricia F. EttinCCO
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Kestra Investment Services, LLC.
- Kestra Investment Services, LLC ↗CRD 42046
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 642 | $440M | 74% |
| Individuals | 1,058 | $155M | 26% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Reliant Wealth Planning, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗reliantwealthplanning.com ↗
AtlasMembers
The full record on Reliant Wealth Planning, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 4,963 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Reliant Wealth Planning, LLC manage?
Reliant Wealth Planning, LLC reports $595 million in regulatory assets under management across 1,701 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Reliant Wealth Planning, LLC?
Reliant Wealth Planning, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Reliant Wealth Planning, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($440 million, 642 clients); individuals ($155 million, 1,058 clients); charitable organizations ($22,235, 1 clients).
Does Reliant Wealth Planning, LLC have any disciplinary history?
Reliant Wealth Planning, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Reliant Wealth Planning, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →