A complete list of active advisors currently associated with Chris Reddick Financial Planning

Warmer can help you find a great advisor at Chris Reddick Financial Planning or one who fits your needs even better.

Chris Reddick Financial Planning is an independent, fee-only advisory firm that provides ongoing and project-based financial planning to individuals and families, including those with higher net worth. The firm delivers written financial plans and advice on topics such as cash flow, retirement income, insurance, tax planning, college funding, and estate considerations, but does not manage client investment accounts or accept custody of client assets. The firm’s planning recommendations generally emphasize passive, low-cost investment approaches and tax-aware asset placement, with implementation and account supervision left to clients or third-party custodians; reviews occur during scheduled planning meetings or at the client’s request rather than via continuous monitoring. When clients want managed investment services, the firm may refer them to an affiliated registered investment adviser for separate investment advisory services while the planning firm itself does not provide discretionary portfolio management. This firm’s structure is atypical among independents because it is affiliated with another registered investment adviser and reports no assets under management, and it does not use percentage-of-AUM billing. The principal’s other professional roles — including a full-time academic appointment and seasonal tax-preparer work — along with professional credentials (CFP®, EA, RICP®), contribute to a planning-focused practice that charges subscription, fixed, or hourly fees rather than asset-based fees.

To learn more about the advisors currently working at Chris Reddick Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.