SourcingSourcing

RELIANT WEALTH PLANNING, LLC

C26
CRD 286230·SEC 801-108818·LOUISVILLE, KY
AUM
$595.2M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RELIANT WEALTH PLANNING, LLC
CRD
286230
SEC file #
801-108818
EIN
—
DBA names
—

Economics

AUM
$595.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$268.0M → $595.2M▲ +122%
Client mix
Individuals Other1,058
Individuals High Net Worth642
Charitable Organizations1

Operations

Employees (total)
13
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
LOUISVILLE KY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
reliantwealthplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUESPRING WEALTH PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BLUESPRING WEALTH PARTNERS, LLC
Chelf, Shaun, William Patrick
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RELIANTWEALTHPLANNING.COM
Rdap Domain Creation Date
2016-08-15T12:42:47Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2638
Soi Zip Pct 200k Plus
0.0566
Soi Zip Returns 200k Plus
350
Soi Zip Total AGI
480,326
Fdic Zip Total Deposits
20,870,661,000
Fdic Zip Branch Count
334
Fdic Zip Top Banks
Stock Yards Bank & Trust Company
Commonwealth Bank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
PNC Bank, Kentucky, Inc.Middletown, KY
Liberty National Bank and Trust Company of KentuckyMiddletown, KY
Fdic Zip HHI
1066.54
Fdic Zip Top Bank Share Pct
16.25
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-15T12:42:47Z
Rdap Domain Last Changed
2026-04-21T05:15:47Z
Rdap Nameservers
Gracie.ns.cloudflare.comGuy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,133
Returns1,420
Stub 2
AGI48,571
Returns1,290
Stub 3
AGI68,144
Returns1,100
Soi Zip Total Business Income
14,459
Soi Zip Total Cap Gains
10,831
Soi Zip Total Dividends
10,842
Soi Zip Total Returns
6,180
Trust Company Affiliate
No

People (7)

7
Clark, Laura, Jean
IAR · Executive Officer · 2.5%
4270026
Chelf, Shaun, William Patrick
IAR · Executive Officer · 2.5%
4168723
Ettin, Tricia, Fleege
Executive Officer · 2.5%
2266880
Caitlin Gatewood
IAR
7406404
Jessica Lauren Bourassa
IAR
7281578
Lucas Adams
IAR
7651613
Nicholas Alcorn
IAR
7282351