RELIANT WEALTH PLANNING, LLC Reliant Wealth Planning, LLC (“Reliant”) a Delaware limited liability company was founded in 2017 by Shaun Chelf and Laura Clark to provide wealth management and financial planning services to their clients. Reliant offers its clients fee-based financial planning and discretionary wealth management. The discretionary wealth management, transaction expenses and any financial planning services are generally combined into a single fee. While each of these services is available on a stand-alone basis, certain of them may also be rendered in conjunction with investment portfolio management as part of a comprehensive wealth management engagement. In performing these services, Reliant is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.) and is expressly authorized to rely on such information. We endeavor to consider the client’s complete financial outlook when making investment recommendations and planning for his/her future. Therefore, we may structure our investment advice in view of any outside investments held by the client, taking into account each investment’s effect on the client’s total portfolio. At the request of a client, we may perform due diligence and furnish advice on current or potential outside investments or provide investment management services for certain outside investments, which may include ongoing research and analysis, benchmarking and rebalancing. Financial Planning Our financial planning service includes:
• Cash flow analysis and planning
• Life, long term care, and disability insurance consulting
• Investment due diligence, management and portfolio construction
• Retirement/Financial independence planning
• Estate planning and wealth transfer
• Education and specific goal/need planning

• Charitable giving planning Discretionary Wealth Management As described in our Wrap Fee Brochure, Reliant offers discretionary asset management that combines the management and transaction expenses into a single fee. If assets are held at a custodian that charges transaction fees and mark-ups, these additional charges are not included in the single fee. As of December 31, 2023, Reliant had the following Regulatory Assets Under Management:
• $469,100,858 in Discretionary Regulatory Assets Under Management;
• $0 in Non-Discretionary Regulatory Assets Under Management; and
• $469,100,858 in Total Regulatory Assets Under Management. Reliant currently maintains portfolios comprised of multiple Layers that are used as the basis for implementing a client’s investment plan. The potential Layers consist of a Core (with corresponding templates of Conservative, Restrained, Balanced, Moderate, Disciplined, Growth, Aggressive, and Fixed/Cash strategies), Tactical Allocation of Portfolio Assets (TAPA) a dynamic asset class selection strategy, and a Liquidity Reserve. Each client’s portfolio has varying numbers of Layers and is reviewed with the client prior to implementation and periodically thereafter. Reliant will periodically rebalance investments by buying and selling portfolio securities if determined as necessary. Reliant will also periodically revise each Layer that comprises portfolios and make corresponding adjustments to client holdings. Estate Planning Reliant offers its clients assistance with trusts and estate planning. For no additional fee, clients may work with Reliant to analyze their current estate plans to determine if the plans are consistent with their goals, and as a resource and liaison, to work with the client’s personal attorneys to assist in the completion of their estate plan. Clients are under no obligation to work with Reliant on estate planning.