Reliant Wealth Planning, LLC
SEC RegisteredProviding Comfort by design
About the firm
Reliant Wealth Planning is a fiduciary financial advisory firm focused on building 'comfort' for clients through relationship, expertise, and trust. The firm emphasizes long-term client relationships and maintains highly credentialed professionals holding designations such as CFP®, RICP®, CFA®, and CRPC®.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, General Cash Flow Management, Legacy/Estate Planning, Risk Management, Retirement Cash Flow Strategies, Investment Management, Gifting & Charitable Strategies, and portfolio management.
Who they serve
Individuals who value being treated as an individual and having a personal relationship with their advisor, particularly those focused on the transition from accumulating wealth to its preservation, distribution, and transfer to heirs and philanthropic interests.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,058 | $155M |
| High Net Worth Individuals | 642 | $440M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Reliant Wealth Planning, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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