Nicholas Alcorn

RELIANT WEALTH PLANNING

Louisville, KY 40243

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CRD#: 7282351

Professional summary

Nicholas Alcorn is a registered financial advisor currently at RELIANT WEALTH PLANNING, LLC located in Louisville, Kentucky.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Nicholas has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Alcorn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 18, 2023 - Present

RELIANT WEALTH PLANNING, LLC

Office #1: 301 Townepark Circle, Louisville, KY 40243

RIA

CRD#: 286230

Louisville, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELIANT WEALTH PLANNING, LLC

CRD#: 286230 / SEC#: 801-108818

RIA

Registered Investment Advisory firm - (1/13/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(1/18/2023)

IAR

Texas
(1/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RELIANT WEALTH PLANNING, LLC

CRD#: 286230 / SEC#: 801-108818

RIA

Registered Investment Advisory firm - (1/13/2017 Approved)

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Contact information

Main Address

301 Townepark Circle, Louisville, KY 40243

Mailing Address

Phone number

(502) 398-5050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELIANT WRAP FEE DISCLOSURE BROCHURE (3/10/2025)

RELIANT FIRM DISCLOSURE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,625
AUM (Assets Under Management)	$ 520,645,127

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas Alcorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Alcorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANT WEALTH PLANNING, LLC

Primary Firm SEC Registration

RELIANT WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

RELIANT WEALTH PLANNING, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELIANT WEALTH PLANNING, LLC

TRUST BUT VERIFY

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