# Reliant Wealth Planning

Reliant Wealth Planning is a Bank / Wealth / Trust based in Louisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** 301 Townepark Circle, Louisville, KY 40243, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** reliantwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/reliantwealthplanning

## Regulatory record

- **CRD number:** 286230
- **SEC file number:** 801-108818
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286230

## About

Reliant Wealth Planning is an SEC-registered investment adviser in Louisville, KY, registered since 2017. The firm manages $595 million in regulatory assets. It has 13 employees and 6 investment advisers.

## People

- Shaun Chelf — Financial Advisor
- Laura Clark — Financial Advisor

## Questions

### Who runs investment decisions at 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.

### What services does Reliant Wealth Planning provide?

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.

### Is Reliant Wealth Planning a fiduciary?

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.

### Does Reliant Wealth Planning manage institutional capital or only private client assets?

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.

### What professional designations do Reliant Wealth Planning’s advisors hold?

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.

## Related profiles

- [Reliant Investment Management](https://altss.com/profile/reliant-investment-management)
- [ReliaStar](https://altss.com/profile/reliastar)

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Last updated: 2026-06-03T20:00:00.000Z

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