Emily Dafferner
Reliant Investment Management · Memphis, Tennessee
Emily Dafferner is a fee-only financial advisor at Reliant Investment Management in Memphis, Tennessee, who holds the CFP credential. Reliant Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Reliant Investment Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 557 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TN, TX · CRD 7014950 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.reliantllc.com |
How Emily's firm compares
- Reliant Investment Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Emily
Is Emily Dafferner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Reliant Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Reliant Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emily Dafferner based?
Emily Dafferner is based in Memphis, Tennessee.
What credentials does Emily Dafferner hold?
Emily Dafferner holds the CFP credential.
Is Emily Dafferner registered with the SEC?
Yes. Emily Dafferner is registered as an investment adviser representative in LA, TN and TX (CRD 7014950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reliant Investment Management manage?
Reliant Investment Management reports $1.47B across 557 accounts in assets under management.
How do I contact Emily Dafferner?
Through Emily's website, www.reliantllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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