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| Reliant Wealth Planning LLC
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| CRD # | 286230 |
| SEC # | 801-108818 |
| CIK # | 0001823393 |
| AUM | 595.2 M (2026-03-31) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 502-398-5050 |
| Address | 301 Townepark Circle Louisville, KY 40243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
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Item 5 Fees and Compensation Reliant Wealth Planning generally offers services for a fee based upon the value of assets under management or advisement. For information about our investment management fees, please refer to our Wrap Fee Program Brochure. Reliant may charge a fixed rate dollar amount as a fee for certain consulting and project work, such as a standalone financial plan, done for the client. The scope of work and fee will be agreed upon before work commences, with half the fee being paid in advance and the remaining remitted upon project delivery. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7 Types of Clients Our financial planning, consulting and project work clients generally are individuals. For information about our investment management clients, please refer to our Wrap Fee Program Brochure. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 15.7 | ||
| Grayscale Bitcoin MINI Trust BTC | 5.4 | ||
| Grayscale Ethereum MINI Trust ETH | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,058 | 155.1 |
| (b) Individuals (high net worth individuals) | 642 | 440.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,701 | 595.2 |
| By Discretionary | ||
| Discretionary | 1,701 | 595.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,701 | 595.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.2 | |
| Total | 1,701 | 595.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001823393] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
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