# Reliant Wealth Planning, LLC

> Reliant Wealth Planning, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 286230
- Filed as: RELIANT WEALTH PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286230
- AdvisorCensus page: https://advisorcensus.com/firm/reliant-wealth-planning-llc-louisville-ky-286230

## Quick answers

**How is Reliant Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reliant Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Reliant Wealth Planning, LLC located?**
Reliant Wealth Planning, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Reliant Wealth Planning, LLC registered with the SEC or a state?**
Reliant Wealth Planning, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286230.

**How much does Reliant Wealth Planning, LLC manage?**
Reliant Wealth Planning, LLC reports $595,209,756 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Reliant Wealth Planning, LLC's assets and staff changed since 2021?**
In the Form ADV data for Reliant Wealth Planning, LLC: Regulatory assets under management: $361,433,801 in the October 2021 data and $595,209,756 in the October 2026 data, up 65%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Reliant Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,058); high net worth individuals (642); charitable organizations (1).

**Which custodians does Reliant Wealth Planning, LLC use?**
Reliant Wealth Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Reliant Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286230

**What changed in Reliant Wealth Planning, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $520,645,127 to $595,209,756 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $595,209,756
- Discretionary: $595,209,756
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,058 | $155,058,081 |
| High net worth individuals | 642 | $440,129,440 |
| Charitable organizations | 1 | $22,235 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AZ, CA, DC, FL, GA, IL, IN, KY, MI, MN, MO, NC, NE, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluespringwealth.com/partners
- reliantwealthplanning.com
- wiseradvisor.com/financial-advisors/kentucky/louisville/reliant-wealth-planning/1891809
- LinkedIn @reliantwealthplanning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $361,433,801 | 12 | March 31, 2021 |
| October 2022 | $444,512,919 | 13 | July 29, 2022 |
| October 2023 | $404,336,376 | 15 | July 10, 2023 |
| October 2024 | $469,100,858 | 13 | March 19, 2024 |
| October 2025 | $520,645,127 | 13 | March 10, 2025 |
| October 2026 | $595,209,756 | 13 | March 31, 2026 |

Regulatory assets under management: $361,433,801 in the October 2021 data and $595,209,756 in the October 2026 data, up 65%.
Total employees: 12 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $520,645,127 to $595,209,756 (+14%).

### January 2026
- Registered or notice-filed in AK, AL, NM, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reliant Wealth Planning, LLC (CRD 286230): Form ADV filing data as of October 2026.