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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RELIANT WEALTH PLANNING, LLC

CRD 286230

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d598cb6-219a-7b01-0fb5-90a1897ea973

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Dec 7, 2016 to Mar 31, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $595MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $595M
Private client RAUM: $595MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $99.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,701
Individual clients: 1,058
High net worth clients: 642
Custody, client assets: $29.7M
SEC number: 801-108818
CIK: 1823393
CRD: 286230
Filings on the tape: 28
First filed: Dec 7, 2016
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: reliantwealthplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Shaun William Patrick Chelf	Certified Financial Planner	Louisville, KY	9	26	2	no
Laura Jean Clark	Certified Financial Planner	Louisville, KY	9	25	2	no
Jessica Lauren Bourassa	Certified Financial Planner	LOUISVILLE, KY	3	10	n/a	no
Nicholas Alcorn	Certified Financial Planner	LOUISVILLE, KY	3	12	n/a	no
Lucas Adams	Certified Financial Planner	LOUISVILLE, KY	1	10	n/a	no
Caitlin Gatewood	Certified Financial Planner	LOUISVILLE, KY	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Chelf, Shaun, William Patrick	MANAGING MEMBER	D	yes	01/2017	Jan 12, 2017	Oct 29, 2024
Clark, Laura, Jean	MANAGING MEMBER	D	yes	01/2017	Jan 12, 2017	Oct 29, 2024
ETTIN, TRICIA, FLEEGE	Cco	Na	no	01/2017	Jan 12, 2017	Oct 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$595M	$595M	13	6	0	n/a	n/a
2024	Mar 10, 2025	$521M	$521M	13	5	0	n/a	n/a
2023	Mar 19, 2024	$469M	$469M	13	4	0	n/a	n/a
2022	Mar 23, 2023	$404M	$404M	15	3	1	n/a	n/a
2021	Mar 28, 2022	$445M	$445M	13	4	1	n/a	n/a
2020	Mar 31, 2021	$361M	$361M	12	3	0	n/a	n/a
2019	Apr 1, 2020	$320M	$320M	12	3	0	n/a	n/a
2018	Mar 22, 2019	$268M	$268M	10	3	0	n/a	n/a
2017	Mar 30, 2018	$284M	$284M	9	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$595M	$521M	14.3%	$404M	13.8%	13	13	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J.J.B. HILLIARD, W.L. LYONS, LLC	2	Feb 10, 2017	Jan 17, 2017	LOUISVILLE, KY	Team lift out	Other	0.6%

Relationships

Registered with (7)

← Caitlin GatewoodAdvisorregistration: current employment
Mar 25, 2026 to presentfactForm ADV
← Lucas AdamsAdvisorregistration: current employment
Jan 26, 2025 to presentfactForm ADV
← Jessica Lauren BourassaAdvisorregistration: current employment
Jan 18, 2023 to presentfactForm ADV
← Nicholas AlcornAdvisorregistration: current employment
Jan 18, 2023 to presentfactForm ADV
← Shaun William Patrick ChelfAdvisorregistration: current employment
Jan 17, 2017 to presentfactForm ADV
← Laura Jean ClarkAdvisorregistration: current employment
Jan 17, 2017 to presentfactForm ADV
← Gabriel Elias BeelerAdvisorregistration: previous registration
May 20, 2019 to Jun 3, 2022factForm ADV

Owns (1)

← ETTIN, TRICIA, FLEEGEOwnerCCO, ownership code NA, individual
Jan 12, 2017 to Oct 29, 2024factForm ADV

Controls (2)

← Chelf, Shaun, William PatrickOwnerMANAGING MEMBER, ownership code D, individual
Jan 12, 2017 to Oct 29, 2024factForm ADV
← Clark, Laura, JeanOwnerMANAGING MEMBER, ownership code D, individual
Jan 12, 2017 to Oct 29, 2024factForm ADV

Moved with (1)

← J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviser2 advisors, team lift out, same day
Feb 10, 2017 to Jan 17, 2017factForm ADV

Dated events

Occurred
Mar 10, 2025
Succession filed (Item 4)
Reliant Wealth Planning, Llc reported succeeding to the business of Reliant Wealth Planning, Llc (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Gabriel Elias Beeler left Reliant Wealth Planning, Llc for Raymond James & Associates, Inc. (registered 2022-09-06)
Form ADVobserved 5 days ago
Occurred
Dec 7, 2016
First Form ADV filing
Reliant Wealth Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d598cb6-219a-7b01-0fb5-90a1897ea973
First observed: Dec 7, 2016
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RELIANT WEALTH PLANNING, LLC

CRD 286230

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d598cb6-219a-7b01-0fb5-90a1897ea973

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Shaun William Patrick Chelf

Certified Financial Planner

Louisville, KY

Laura Jean Clark

Certified Financial Planner

Louisville, KY

Jessica Lauren Bourassa

Certified Financial Planner

LOUISVILLE, KY

n/a

Nicholas Alcorn

Certified Financial Planner

LOUISVILLE, KY

n/a

Lucas Adams

Certified Financial Planner

LOUISVILLE, KY

n/a

Caitlin Gatewood

Certified Financial Planner

LOUISVILLE, KY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Chelf, Shaun, William Patrick

MANAGING MEMBER

yes

01/2017

Jan 12, 2017

Oct 29, 2024

Clark, Laura, Jean

MANAGING MEMBER

yes

01/2017

Jan 12, 2017

Oct 29, 2024

ETTIN, TRICIA, FLEEGE

Cco

01/2017

Jan 12, 2017

Oct 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$595M

n/a

2024

Mar 10, 2025

$521M

n/a

2023

Mar 19, 2024

$469M

n/a

2022

Mar 23, 2023

$404M

n/a

2021

Mar 28, 2022

$445M

n/a

2020

Mar 31, 2021

$361M

n/a

2019

Apr 1, 2020

$320M

n/a

2018

Mar 22, 2019

$268M

n/a

2017

Mar 30, 2018

$284M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$595M

$521M

14.3%

$404M

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

J.J.B. HILLIARD, W.L. LYONS, LLC

Feb 10, 2017

Jan 17, 2017

LOUISVILLE, KY

Team lift out

Other

0.6%