Nicholas
Alcorn

Reliant Wealth Planning, LLC

CRD#7282351
Investment Advisor
in Louisville, KY

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About this Advisor

Nicholas Alcorn is a financial advisor based in Louisville, Kentucky, working with Reliant Wealth Planning, LLC. Nicholas has previously held positions at Reliant Wealth Planning, Ef: 6 Holdings, LLC, Red Lobster, Panera Bread, and Nelson County High School. Nicholas is registered to provide services in Kentucky and Texas. Currently, Nicholas 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

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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

Nicholas Alcorn Work History

2022 - Present (2 years)

Reliant Wealth Planning

2019 - 2022 (3 years)

Reliant Wealth Planning

2017 - 2017 (< 1 year)

Red Lobster

2017 - 2019 (2 years)

Panera Bread

2014 - 2017 (3 years)

Ef: 6 Holdings, LLC

2011 - 2015 (4 years)

Nelson County High School

Disclosures

Please visit the SEC profile of Nicholas Alcorn 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.

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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.

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