Reliant Wealth Planning, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 286230
· SEC file 801-108818
· Louisville, KY
· WWW.RELIANTWEALTHPLANNING.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $595M
- Discretionary
- $595M
- Clients
- 1,701
- Avg AUM / client
- $350K
- Accounts
- 1,701
- Employees
- 13
AUM over time
$126M
$595M
Dec 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,058 | $155M | 26.1% |
| High net worth individuals | 642 | $440M | 73.9% |
| Charitable organizations | 1 | $22.2K | 0.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ettin, Tricia, Fleege | Cco | Jan 2017 (10y) | Less than 5% | |
| Laura Jean Clark | Managing Member | CFP | Jan 2017 (10y) | 50% – 75% |
| Shaun William Patrick Chelf | Managing Member | CFP | Jan 2017 (10y) | 50% – 75% |
| Jessica Lauren Bourassa | Registered representative | CFP | Jan 2023 (4y) | |
| Nicholas Alcorn | Registered representative | CFP | Jan 2023 (4y) | |
| Lucas Adams | Registered representative | CFP | Jan 2025 (2y) | |
| Caitlin Gatewood | Registered representative | CFP | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $521M (87% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗