Reliant Wealth Planning

The firm’s two public-facing advisors, Shaun Chelf and Laura Clark, collectively manage client relationships and wealth-planning matters. Reliant Wealth Planning does not publicly describe a separate investment committee, chief investment officer, or external sub-advisor arrangement, which is typical for a boutique practice where the named advisors oversee the full client experience.

The firm offers retirement planning, legacy and estate planning, risk management, retirement cash-flow strategies, investment management, and charitable giving. Its public materials emphasize the transition from asset accumulation to efficient preservation, distribution, and transfer to heirs and philanthropic interests.

Yes. The firm states plainly on its website that it acts as a fiduciary, putting the client’s best interest first. It makes its ADV Part 2 wrap-fee brochure, ADV Part 2b brochure supplement with advisor biographies, privacy policy, and Form CRS Relationship Summary available for download on its site.

All disclosed client activity centers on individual and family wealth planning. The firm’s website does not reference institutional mandates, pooled funds, or separate accounts for non-individual investors. Its Forbes Best-In-State recognition is specifically tied to individual wealth-advisor rankings.

The firm highlights that its team holds the CFP® (Certified Financial Planner), RICP® (Retirement Income Certified Professional), CFA® (Chartered Financial Analyst), and CRPC® (Chartered Retirement Planning Counselor) designations. The firm views these credentials as indicators of a commitment to technical competence, while cautioning that designations alone do not prove proficiency.