DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Reliant Wealth Planning, LLC

Independent wealth managerLouisville, KentuckyCRD 286230SEC 801-108818websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Dec 7, 2016 · 28 filings
SEC status approved since Jan 13, 2017
RAUM
$595M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$595M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$99.2M
derived; firm RAUM over IAPD count
Employees
13
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$595M as of Mar 31, 2026
Mar 30, 2018$284M then
HNW client RAUM$440M as of Mar 31, 2026
Mar 30, 2018$140M then
State-registered IARs (5.B.3)6 as of Mar 31, 2026
Mar 30, 20183 then
Employees (5.A)13 as of Mar 31, 2026
Mar 30, 20189 then
Private funds: no history
RAUM +14% over the last fiscal year+14% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$99.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
283derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$685,560derivedHNW RAUM over HNW clients
Average account
$349,918derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.2derivedItem 5.A over advisors
Advisors per office
6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+14%derivedbetween the last two annual amendments
Advisor growth, one year
+20%derivedItem 5.B.3 between annual amendments
Client growth, one year
+4.7%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
Financial planning clients
1,500reportedItem 5.H
Wrap fee program
$595MreportedItem 5.I
Custody
$29.7M, 24 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$440M74%
  • Individuals$155M26%
  • Charitable organizations$22,2350.0%
Individual clients
1,058reported
HNW clients
642reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
1,701reported
Financial planning clients
1,500reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$29.7M for 24 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Shaun William Patrick ChelfCertified Financial PlannerLouisville, KyJan 17, 201726 y2
Laura Jean ClarkCertified Financial PlannerLouisville, KyJan 17, 201725 y2
Nicholas AlcornCertified Financial PlannerLouisville, KyJan 18, 202312 y0
Jessica Lauren BourassaCertified Financial PlannerLouisville, KyJan 18, 202310 y0
Lucas AdamsCertified Financial PlannerLouisville, KyJan 26, 202510 y0
Caitlin GatewoodCertified Financial PlannerLouisville, KyMar 25, 202610 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • William Patrick Shaun Chelf · Managing Membercontrol
      since 01/2017 · owns 50% to 75%
    • Jean Laura Clark · Managing Membercontrol
      since 01/2017 · owns 50% to 75%
    • Fleege Tricia Ettin · Cco
      since 01/2017 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Louisville, Ky · principal610
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    1 against comparable advisers; where to look, not conclusions
    • unusually high clients per advisorStatic outlier · filing Mar 31, 2026
      private clients per advisor of 283.3 against a peer median of 63.7 (1211 comparable advisers, 98.0th percentile, 5.9 robust deviations)
      peers: independent wealth managers, $500M to $1B (1,211) · 98% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 1,625 to 1,701
      Dec 4, 2025 to Mar 31, 2026
    • Advisory employees · 5 to 6
      Dec 4, 2025 to Mar 31, 2026
    • HNW clients · 570 to 642
      Dec 4, 2025 to Mar 31, 2026
    • Individual clients · 1,054 to 1,058
      Dec 4, 2025 to Mar 31, 2026
    • Assets in custody · $35.0M to $29.7M
      Dec 4, 2025 to Mar 31, 2026
    • State-registered IARs · 5 to 6
      Dec 4, 2025 to Mar 31, 2026
    • Discretionary RAUM · $521M to $595M
      Dec 4, 2025 to Mar 31, 2026
    • HNW RAUM · $369M to $440M
      Dec 4, 2025 to Mar 31, 2026
    • Individual RAUM · $152M to $155M
      Dec 4, 2025 to Mar 31, 2026
    • RAUM · $521M to $595M
      Dec 4, 2025 to Mar 31, 2026
    • Succession · true to false
      Mar 10, 2025 to Dec 4, 2025
    • Financial planning clients · More than 500 to More than 500
      Feb 7, 2025 to Mar 10, 2025
    • Related adviser · false to true
      Feb 7, 2025 to Mar 10, 2025
    • Related broker-dealer · false to true
      Feb 7, 2025 to Mar 10, 2025
    • Succession · false to true
      Feb 7, 2025 to Mar 10, 2025
    • Accounts · 1,551 to 1,625
      Oct 29, 2024 to Feb 7, 2025
    • Advisory employees · 4 to 5
      Oct 29, 2024 to Feb 7, 2025
    • HNW clients · 519 to 570
      Oct 29, 2024 to Feb 7, 2025
    • Individual clients · 1,031 to 1,054
      Oct 29, 2024 to Feb 7, 2025
    • Assets in custody · $40.3M to $35.0M
      Oct 29, 2024 to Feb 7, 2025
    • State-registered IARs · 4 to 5
      Oct 29, 2024 to Feb 7, 2025
    • Discretionary RAUM · $469M to $521M
      Oct 29, 2024 to Feb 7, 2025
    • HNW RAUM · $326M to $369M
      Oct 29, 2024 to Feb 7, 2025
    • Individual RAUM · $143M to $152M
      Oct 29, 2024 to Feb 7, 2025
    • RAUM · $469M to $521M
      Oct 29, 2024 to Feb 7, 2025
    • Accounts · 1,503 to 1,551
      Nov 21, 2023 to Mar 19, 2024
    • Advisory employees · 3 to 4
      Nov 21, 2023 to Mar 19, 2024
    • BD registered reps · 2 to 0
      Nov 21, 2023 to Mar 19, 2024
    • HNW clients · 443 to 519
      Nov 21, 2023 to Mar 19, 2024
    • Individual clients · 1,059 to 1,031
      Nov 21, 2023 to Mar 19, 2024
    • Commission compensation · true to false
      Nov 21, 2023 to Mar 19, 2024
    • Assets in custody · $22.3M to $40.3M
      Nov 21, 2023 to Mar 19, 2024
    • Employees · 15 to 13
      Nov 21, 2023 to Mar 19, 2024
    • State-registered IARs · 3 to 4
      Nov 21, 2023 to Mar 19, 2024
    • Discretionary RAUM · $404M to $469M
      Nov 21, 2023 to Mar 19, 2024
    • HNW RAUM · $265M to $326M
      Nov 21, 2023 to Mar 19, 2024
    • Individual RAUM · $139M to $143M
      Nov 21, 2023 to Mar 19, 2024
    • RAUM · $404M to $469M
      Nov 21, 2023 to Mar 19, 2024
    • Other offices · 1 to 0
      Mar 23, 2023 to Jul 10, 2023
    • Accounts · 1,428 to 1,503
      Dec 6, 2022 to Mar 23, 2023
    Signals
    3 dated events
    • Reliant Wealth Planning, Llc reported succeeding to the business of Reliant Wealth Planning, Llc (Form ADV Item 4)
      Mar 10, 2025 · Succession (Item 4) · fact
    • Gabriel Elias Beeler left Reliant Wealth Planning, Llc for Raymond James & Associates, Inc. (registered 2022-09-06)
      Jun 3, 2022 · Advisor changed firm · fact
    • Reliant Wealth Planning, Llc filed its initial SEC registration (Form ADV)
      Dec 7, 2016 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/reliantwealthplanning/aboutreportedpublic record, Form ADV, Sep 17, 2026
    Website
    bluespringwealth.com/partnersreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    502-398-5050reportedpublic record, Form ADV, Mar 31, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $99.2Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026