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Reliant Wealth Planning

EST. AUM
$595,209,756

CONTACTS
4

CLIENT ACCOUNTS
1,701

Firm Details

Metro area Louisville
CRD Number 286230
Website reliantwealthplanning.com
Client types

Overview

The firm focuses on the important transition from accumulating wealth to its efficient preservation, distribution, and ultimate transfer to clients' heirs and philanthropic interests. They are primarily fee-based, meaning they are paid directly by their clients to assist them with financial planning and investment management. Such a structure helps mitigate or remove conflicts of interest. When appropriate for a client, the firm can also be compensated by project fees, or in certain situations, such as when some type of insurance product is involved, trails and commissions. Reliant utilizes outside third-party companies to custody client assets. Thus, Reliant directly holds no client funds. This creates a natural check and balance system that helps protect a client.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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