NA
CFP
NA
CFP

Nicholas Alcorn

3 Years of Experience
Louisville, KY

Nicholas Alcorn is a CFP-designated registered investment advisor at Reliant Wealth Planning, LLC, based in Louisville, KY, with 3 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,625 clients
Average Client Portfolio
$320K average
Assets Under Management
$520.6M

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.

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Location

301 Townepark Circle, Louisville, KY, 40243

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Reliant Wealth Planning, LLC
January 2023 - Present · 3 yrs 4 mos
State Registrations2 states
KYTX
Advisor

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
No exam information available for this advisor.