Caitlin Gatewood is a CFP-designated registered investment advisor at Reliant Wealth Planning, LLC, based in Louisville, KY. Caitlin 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
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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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Current Registrations
Reliant Wealth Planning, LLC
State Registrations2 states
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