Laura Clark is a CFP-designated registered investment advisor at Reliant Wealth Planning, LLC, based in Louisville, KY, with 25 years of industry experience. Laura 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura is the President of PEO International-Chapter E, a charity, dedicating minimal time. She also owns a commercial building and is a Founding Partner at Reliant Wealth Planning, where she spends full-time on financial planning.
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
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