Reliant Investment Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour.”

Flat or project fee

$750⁠-⁠$10,000

“The fixed fee can range between $750.00 and $10,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Reliant Investment Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “We offer various breakpoints that are negotiable.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Reliant Investment Partners, LLC’s fees compare

• Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the North Carolina median of $4,800. 59% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Reliant Investment Partners, LLC

• Principal: Robert J. Wagler
• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

684

Employees

6

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$268,274,719

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297369

Website

greatfallswealth.com (opens in new tab)

Phone

(910) 363-1010

Can advise clients in 6 states: Florida, North Carolina, New York, South Carolina, Tennessee, Texas

Other planners in Pinehurst that publish fees

• Golden Pine Advisory, LLCPinehurst$350/hr, $1,500⁠-⁠$10,000
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 428 planners in North Carolina