CRD: 286230
Reliant Wealth Planning, LLC
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- Custodian
- Raymond James ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Reliant Wealth Planning, LLC
Reliant Wealth Planning is a Louisville, KY wealth management firm providing financial/wealth planning and portfolio management for individuals and business owners. The team emphasizes risk management and portfolio construction using ETFs, mutual funds, and index funds, alongside planning for retirement income, estate and charitable strategies, and insurance needs. Notable for a heavily credentialed staff (CFP, CFA, RICP, CRPC).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Shaun William Patrick Chelf
Wealth Advisor
- CRD
- #4168723
- Ownership
- Less than 5%
Laura Jean Clark
Financial Advisor, General Partner, WEALTH ADVISOR
- CRD
- #4270026
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Lucas Adams
--
- CRD
- #7651613
Nicholas Alcorn
Financial Planner
- CRD
- #7282351
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,209,756 | $349,918 |
| Non-Discretionary | $0 | -- |
| Total | $595,209,756 | $349,918 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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