Reliant Wealth Planning provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 1,500 clients last fiscal year.
Reliant Wealth Planning reports 1,701 clients. They include 1,058 individual clients, 642 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($595M across 1,701 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $595M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 26% |
| High-net-worth individuals | 38% | 74% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,058 | $155M | 26.1% | $147K |
| High-net-worth individuals | 642 | $440M | 73.9% | $686K |
| Charitable organizations | Fewer than 5 | $22.2K | 0.0% | $22.2K |
| Total | 1,701 | $595M | 100% | — |
- Clients
- 1,058
- Regulatory AUM
- $155M
- AUM share
- 26.1%
- Avg. per client
- $147K
- Clients
- 642
- Regulatory AUM
- $440M
- AUM share
- 73.9%
- Avg. per client
- $686K
- Clients
- Fewer than 5
- Regulatory AUM
- $22.2K
- AUM share
- 0.0%
- Avg. per client
- $22.2K
Total
- Clients
- 1,701
- Regulatory AUM
- $595M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1500
Reliant Wealth Planning is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning and Consulting
- Fixed dollar fee for standalone financial plans and project work, agreed before work starts; half in advance, the rest on delivery.
Bluespring Wealth Partners, LLC owns 75% or more of Reliant Wealth Planning and is in turn owned by Kestra Financial, Inc (75% or more). It has 13 employees, 6 of them in advisory roles.
Staff
- 13 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Reliant Wealth Planning, LLC
Bluespring Wealth Partners, LLC
Control person · since February 2025
- Owns 75% or more of Bluespring Wealth Partners, LLC
Kestra Financial, Inc
Control person · since April 2017
- Owns 75% or more of Kestra Financial, Inc
Kestra Advisor Services Holdings C, Inc
Control person · since October 2014
- Owns 75% or more of Kestra Advisor Services Holdings C, Inc
Kestra Advisor Services Holdings B, Inc
Control person · since October 2014
- Owns 75% or more of Kestra Advisor Services Holdings B, Inc
Kestra Advisor Services Holdings A, Inc
Control person · since October 2014
- Owns 75% or more of Kestra Advisor Services Holdings A, Inc
Kingfisher Holding B, Inc
Control person · since June 2019
- Owns 75% or more of Kingfisher Holding B, Inc
Kingfisher Holding A, Inc
Control person · since June 2019
- Owns 75% or more of Kingfisher Holding A, Inc
Kingfisher Holding, L.P.
Control person · since June 2019
- Owns 75% or more of Kingfisher Holding, L.P.
Kingfisher Topco Holdings, LP
Control person · since February 2025
- Owns 25% to 50% of Kingfisher Topco Holdings, LP
Ohcp VI Enzo Aggregator, L.P.
Control person · since February 2025
- Owns 25% to 50% of Kingfisher Topco Holdings, LP
T-IX Kraken Co-Invest, LP
Control person · since February 2025
Kingfisher Topco Holdings GP, LLC
General partner · Control person · since February 2025
Kingfisher G.P. LLC
General partner · Control person · since February 2025
Reliant Wealth Planning’s regulatory assets grew 1.6× from $361M (March 2021) to $595M (March 2026); clients rose from 1,270 to 1,701 and employees from 12 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $595M | 1,701 | 13 | 1 |
| Mar 2025March 2025 | $521M | 1,625 | 13 | 1 |
| Mar 2024March 2024 | $469M | 1,551 | 13 | 1 |
| Jul 2023July 2023 | $404M | 1,503 | 15 | 1 |
| Jul 2022July 2022 | $445M | 1,428 | 13 | 2 |
| Mar 2021March 2021 | $361M | 1,270 | 12 | 1 |
Besides its headquarters, Reliant Wealth Planning has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 301 Townepark Circle, LouisvilleHQ
Contact and registration details
- Legal name
- Reliant Wealth Planning, LLC
- Headquarters
- 301 Townepark Circle, Louisville, KY 40243
- Website
- reliantwealthplanning.com
- Phone
- 502-398-5050
- @reliantwealthplanning
- SEC file
- 801-108818
- Structure
- Delaware LLC
- Fiscal year end
- December
Reliant Wealth Planning’s named custodian for separately managed accounts is Raymond James ($521M). Reliant Wealth Planning has custody of $29.7M for 24 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $521M100%
At year end, Reliant Wealth Planning’s separately managed accounts were mostly in stocks (56%) and funds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $364M across 54 positions; the largest are Amplify Cwp Enhanced Dividend Income ETF (13.9%), Vanguard Intermediate-term Bond ETF (13.3%) and iShares TR Core S&P Ttl Stk (11.3%).
What the accounts hold
- Stocks56%
- Funds40%
- Cash4%
How many clients does Reliant Wealth Planning have?
Reliant Wealth Planning has 1,701 clients and manages $595 million for them, as of March 2026. They include 1,058 individual clients, 642 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Reliant Wealth Planning offer?
Reliant Wealth Planning provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Reliant Wealth Planning use?
Reliant Wealth Planning’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $521M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Reliant Wealth Planning have?
Reliant Wealth Planning has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Reliant Wealth Planning invest in?
At the end of its last fiscal year, Reliant Wealth Planning’s separately managed accounts held 56% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reliant Wealth Planning?
Reliant Wealth Planning is owned through a chain of holding companies by Ohcp VI Enzo Aggregator, L.P. and T-IX Kraken Co-Invest, LP. Its direct owner is Bluespring Wealth Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Reliant Wealth Planning get paid?
Reliant Wealth Planning is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Reliant Wealth Planning?
Reliant Wealth Planning’s main office is at 301 Townepark Circle, Louisville, KY 40243. Its phone number is 502-398-5050. Its website is reliantwealthplanning.com.