Shaun Chelf is a CFP-designated registered investment advisor at Reliant Wealth Planning, LLC, based in Louisville, KY, with 25 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,625 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reliant Wealth Planning offers discretionary asset management that combines management and transaction expenses into a single fee. If assets are held at a custodian that charges transaction fees and mark-ups, these additional charges are not included in the single fee. For information about investment management fees, please refer to their Wrap Fee Program Brochure.
Location
301 Townepark Circle, Louisville, KY, 40243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shaun is a founding partner and owner of Reliant Wealth Planning, where he dedicates all of his time to financial planning. He also owns a commercial building and rental property, spending minimal time on these activities.
Employment History
Current Registrations
Reliant Wealth Planning, LLC
Previous Registrations
Apw Capital, INC.Broker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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