Jessica
Bourassa

Reliant Wealth Planning, LLC

CRD#7281578
Investment Advisor
in Louisville, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jessica Bourassa is a financial advisor based in Louisville, Kentucky, working with Reliant Wealth Planning, LLC. Jessica has previously held positions at Western Kentucky University, Reliant Wealth Planning, and Sitel. Jessica is registered to provide services in Kentucky and Texas. Currently, Jessica is part of Reliant Wealth Planning, LLC, which operates out of Louisville, Kentucky. The firm has 13 employees and manages assets totaling $469.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Reliant Wealth Planning, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

301 Townepark Circle
Louisville, KY 40243

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Reliant Wealth Planning, LLC Brokerage Details

Total Assets Under Management

$469,100,858

KY Average: $949,722,027
Total Number of Employees

13

KY Average: 35
Total Number of Accounts

1,551

KY Average: 1,296
Average Account Size

$302,451

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jessica Bourassa Work History

2019 - Present (5 years)

Reliant Wealth Planning

2016 - 2019 (3 years)

Western Kentucky University

2016 - 2016 (< 1 year)

Sitel

2016 - 2016 (< 1 year)

N/A

2013 - 2016 (3 years)

N/A

Disclosures

Please visit the SEC profile of Jessica Bourassa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Reliant Wealth Planning, LLC

Jessica Bourassa
Louisville, KY
Nicholas Alcorn
Louisville, KY
Shaun Chelf
Louisville, KY
Laura Clark
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started