Shaun Chelf is a CFP-designated registered investment advisor at Reliant Wealth Planning, LLC, based in Louisville, KY, with 26 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 4 more. Their firm serves 1,701 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reliant Wealth Planning offers discretionary wealth management that combines investment management and transaction expenses into a single bundled fee, as detailed in their separate wrap fee program brochure.
Location
301 Townepark Circle, Louisville, KY, 40243
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Lucas Adams, CFPReliant Wealth Planning, LLC
- Nicholas Alcorn, CFPReliant Wealth Planning, LLC
- Caitlin Gatewood, CFPReliant Wealth Planning, LLC
- Jessica Bourassa, CFPReliant Wealth Planning, LLC
- Laura Clark, CFPReliant Wealth Planning, LLC
- Seth Newby, CFPCerity Partners LLC