Reliant Wealth Planning

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

301 Townepark Cir, Louisville, Kentucky,...

Phone Number

(502) 398-5050

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Reliant Wealth Planning

Reliant Wealth Planning, based in Louisville, KY, specializes in providing personalized financial planning and investment management services. The firm focuses on building long-term relationships with clients, emphasizing trust, expertise, and a commitment to meeting individual needs. Their services include retirement planning, cash flow management, estate planning, and charitable strategies, catering to clients looking for comprehensive wealth management. Recognized as one of Forbes' Best-In-State Wealth Advisors, Reliant is dedicated to acting in the best interest of its clients.Explore more
Reliant Wealth Planning's Social MediaPopular SearchesReliant Wealth PlanningReliant WealthReliant Wealth Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Reliant Wealth Planning Org Chart

PhoneEmail
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Manager, Operations & Compliance

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Manager, Analytics

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SC
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Manager, Information Systems

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Office Coordinator

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Operations & Compliance Associate

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Client Service Operations Specialist

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Customer Service Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Reliant Wealth Planning

<$5M
11-50
Private
-
2016
TE
Tricia EttinManager, Operations & Compliance
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2002
DM
Daniel MorganFounder & Certified Financial Planner
<$5M
1-10
Private
-
2019
HE
Harry EmeryChief Practice Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Reliant Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Reliant Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Reliant Wealth Planning.

Reliant Wealth Planning Tech Stack

A closer look at the technologies used by Reliant Wealth Planning

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Frequently Asked Questions Regarding Reliant Wealth Planning

What is Reliant Wealth Planning's official website?
Reliant Wealth Planning's official website is www.reliantwealthplanning.com
What is Reliant Wealth Planning's Revenue?
Reliant Wealth Planning's revenue is <$5 Million
What is Reliant Wealth Planning's SIC code?
Reliant Wealth Planning's SIC: 62,628
What is Reliant Wealth Planning's NAICS code?
Reliant Wealth Planning's NAICS: 52,523
How many employees does Reliant Wealth Planning have?
Reliant Wealth Planning has 11-50 employees
What industry does Reliant Wealth Planning belong to?
Reliant Wealth Planning is in the industry of: Finance, Securities Trading
What is Reliant Wealth Planning competition?
Reliant Wealth Planning top competitors include: Sterling Total Wealth Solutions, Wealth Advisory Services, Bernicke Wealth Management, Independent Financial Planning
What companies has Reliant Wealth Planning acquired?
Reliant Wealth Planning has acquired the companies: Synthesis Wealth Planning, Retirement Wealth Specialists, Halcyon Wealth Advisors, IFG Wealth Strategies
What technology does Reliant Wealth Planning use?
Some of the popular technologies that Reliant Wealth Planning uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Reliant Wealth Planning?
Reliant Wealth Planning contact info: Phone number: (502) 398-5050 Website: www.reliantwealthplanning.com
What does Reliant Wealth Planning do?

Reliant Wealth Planning, based in Louisville, KY, specializes in providing personalized financial planning and investment management services. The firm focuses on building long-term relationships with clients, emphasizing trust, expertise, and a commitment to meeting individual needs. Their services include retirement planning, cash flow management... , estate planning, and charitable strategies, catering to clients looking for comprehensive wealth management. Recognized as one of Forbes' Best-In-State Wealth Advisors, Reliant is dedicated to acting in the best interest of its clients.Read More

What are Reliant Wealth Planning social media links?
Reliant Wealth Planning Linkedin page
Is Reliant Wealth Planning a public company?
Reliant Wealth Planning is private company therefore does not currently have an official ticker symbol
See more information about Reliant Wealth Planning

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