Reliant Wealth Planning, founded in 2017 and owned by Bluespring Wealth Partners, offers discretionary wealth management and fee-based financial planning services to individuals and families. The firm builds customized portfolios using a multi-layered approach, which includes core strategies, tactical asset allocation, and liquidity reserves. In addition to investment management, Reliant provides comprehensive financial planning covering cash flow analysis, retirement planning, estate planning liaison services, insurance consulting, education funding, and charitable giving. Reliant emphasizes a holistic view of a client's financial picture, taking outside investments into consideration when constructing portfolios.
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.