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 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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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
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