Jessica
Bourassa
Reliant Wealth Planning, LLC
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About this Advisor
Jessica Bourassa is a certified financial planner who works out of Louisville, Kentucky. Bourassa is an advisor for Reliant Wealth Planning, LLC. Over the course of their career, Bourassa has held roles at Western Kentucky University, Reliant Wealth Planning, N/A and Sitel. Bourassa is approved to work in Kentucky, New York and Texas. Reliant Wealth Planning, LLC is a registered investment business headquartered in Louisville, KY. The company has a total of 15 financial advisors. It has $404 million in assets across its 1,503 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,503 accounts, 29% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely are based on the type of financial services. However, fee types billed by Reliant Wealth Planning, LLC likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Reliant Wealth Planning, LLC Brokerage Details
$404,336,376
15
1,503
$269,020
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jessica Bourassa Work History
Jessica has been registered as a financial advisor for 0 years.*
Reliant Wealth Planning
Western Kentucky University
Sitel
N/A
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
