Reliant Wealth Planning is a premier retirement and estate planning firm, combined with personalized portfolio management, with both decades of experience and deep technical expertise and training. Reliant's differentiating value is our focus on building comfort for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors: 1) Relationship 2) Expertise 3) Trust. We think the world of wealth management is divided between NOUN-focused or VERB-focused Advisors. Noun-focused Advisors have a product on the shelf to sell. VERB-focused Advisors, such as Reliant, rely on objective, disciplined processes to advise you as to what actions you should take to improve your ability to achieve your financial purpose.
Shaun Chelf
MSFS,CFP®,RICP®, AEP®,FBS®,CRPC®
As a Founding Partner, Shaun oversees the firm's comprehensive wealth planning analyses and portfolio construction.
Shaun has earned the Master of Science in Financial Services (MSFS) (concentration in Retirement Planning) degree, holds the CERTIFIED FINANCIAL PLANNER (CFP®), RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®), ACCREDITED ESTATE PLANNER® (AEP®), CERTIFIED FINACIAL BEHAVIOR SPECIALIST® (FBS®), CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®) designations and earned a graduate certificate in Financial Psychology and Behavioral Finance from Creighton University.
Prior to starting Reliant Wealth Planning with Laura, Shaun was a Financial Advisor at both national and regional wealth management firms. It was at Merrill Lynch that he and Laura Clark formed their first team in 2001 and have worked together ever since. Before joining the financial industry, Shaun served in the US Army as an Armor officer.
Shaun earned a Bachelor of Science degree from the United States Military Academy, West Point, graduating as a Distinguished Graduate and was awarded the Eisenhower Award for Excellence in the study of Behavioral Science and Leadership. Shaun also earned a Master of Arts in Theological Studies from Liberty University Baptist Theological Seminary, graduating with institutional honors' Graduate with High Distinction, and a Master of Science in Financial Services (concentration in Retirement Planning) from The American College.
Shaun is married to his high school sweetheart Eva, and they have three daughters. He is active at Southeast Christian Church where he is a volunteer teacher. Shaun is also a Kenpo blackbelt and loves all things Halloween.
Laura Clark
CFP®,RICP®,ChFC®,ABFPsm,CRPC®
As a Founding Partner of Reliant Wealth Planning, Laura oversees client service with the goal of providing clients with a feeling of comfort regarding their planning and the management of their financial resources.
Laura has her CERTIFIED FINANCIAL PLANNERTM (CFP®) designation from the Certified Financial Planner Board of Standards, Inc., her RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) and CHARTERED FINANCIAL CONSULTANT® (ChFC®) designations from the American College of Financial Services®, her ACCREDITED BEHAVIORAL FINANCE PROFESSIONALsm(ABFPsm) and her CHARTERED RETIREMENT PLANNING COUNSELORsm (CRPC®) designations from the College for Financial Planning®.
Prior to starting Reliant Wealth Planning with Shaun, Laura worked in retail banking in the San Francisco Bay Area, where she was born and raised, continuing in the banking industry upon her relocation to Louisville in 1997. Becoming a Financial Advisor in 2000, she served clients at both national and regional wealth management firms.
Laura earned a Bachelor of Science degree in Business Administration, with an option in finance, from California State University, Hayward, and an MBA from the University of Louisville.
Laura has been married to Scott since 1993, and together they have hosted exchange students from Germany, Italy, and Japan that they now consider part of the family. They love to travel and have visited more than 40 countries, and 35 states. Laura is also an active member of PEO International, Chapter E, Louisville.
General Information |
| Firm Start Year: | 2017 | |
| No. of Employees: | 10-19 | |
| Number of Years with Current Firm: | 7 |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting |
Services |
| Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Stocks |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Firm Information |
| Assets Managed by Firm: | $535,293,000 |
| Assets Managed by Advisor: | $535,293,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Additional Details on Charges: | We calculate fee based on assets, with progressively lower fee percentages in each tier. The more money we manage, the lower the overall fee rate. |
Education |
| Bachelor's of Science - Individual Psychology | United States Military Academy, West Point - West Point, New York 06/01/1991-05/28/1995 |
| Master of Arts in Theological Studies - Church history / Bibliology | Liberty Theological Seminary - Lynchburg, VA 01/01/2014-06/01/2016 |
| Master of Science in Financial Services - Retirement Planning | American College of Financial Services - King of Prussia, PA 06/01/2018-08/01/2020 |
| Graduate Certificate - Behavioral Finance / Financial Psychology | Creighton University - Omaha, NE 01/01/2021-08/01/2022 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 4:30 PM |
| Tue. | 9:00 AM - 4:30 PM |
| Wed. | 9:00 AM - 4:30 PM |
| Thu. | 9:00 AM - 4:30 PM |
| Fri. | 9:00 AM - 4:30 PM |
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