Reid Wesson
Reliant Investment Management · Memphis, Tennessee
Reid Wesson is a fee-only financial advisor at Reliant Investment Management in Memphis, Tennessee, who holds the CFP and CFA credentials. 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 · CFA |
| SEC registration | Investment adviser representative in LA, TN, TX · CRD 7014840 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.reliantllc.com |
How Reid'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 Reid
Is Reid Wesson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reid 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 Reid charge for financial advice?
Reid's firm, Reliant Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Reid Wesson based?
Reid Wesson is based in Memphis, Tennessee.
What credentials does Reid Wesson hold?
Reid Wesson holds the CFP and CFA credentials.
Is Reid Wesson registered with the SEC?
Yes. Reid Wesson is registered as an investment adviser representative in LA, TN and TX (CRD 7014840), 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 Reid Wesson?
Through Reid'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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