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Chris Reddick Financial Planning

Updated today

Total assets under management

$0

Total clients

60

25% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

60

Average account size

$0

Client services

Financial planning

Fee options

Fixed

Project Based Financial Planning fixed fee ranging from $500 to $1,500 depending on complexity

Project-based

$200 per hour for hourly financial planning

Other

Fee-only: Ongoing Financial Planning fees: $100-$300 per month or $300-$900 per quarter; Project Based Financial Planning fixed fee: $500-$1,500 depending on complexity; Hourly financial planning: $200 per hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Chris Reddick Financial Planning

San Antonio TX, United States

Number of offices

1

Advisors at this firm

Chris R

CFP®, EA, RICP®

San Antonio, TX

Chris Reddick Financial Planning

Hello, my name is Chris Reddick. I am a fee-only Financial Planner and Chris Reddick Financial Planning, LLC owner since 2019. My firm specializes in advice-only investment, retirement, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional, the industry's highest standard for personal financial planning. Chris also holds the IRS’s Enrolled Agent (EA) elite credential, as evidence of his expertise in tax planning. I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. So, if you are looking for a financial planner that holds you accountable for getting results, I am the one for you! I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield in the United Kingdom. In 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. In addition, I have 11 years of management experience as a department chair and author of numerous books and articles on technology, finance, and other management subjects.

Educators, Teachers, and Academics Public Service Employee Gen X (Born 1965-1980)
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