Chris Reddick Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chris Reddick Financial Planning provides fee-only financial planning services to individuals, high‑net-worth individuals, and families through ongoing subscription-based planning and project engagements. The firm’s written financial plans address cash flow, retirement, insurance, tax strategies, estate planning, and investment analysis, but it does not execute trades or manage client investment accounts.
The firm typically recommends passive investment approaches (index mutual funds and ETFs) as part of a comprehensive planning process, with clients retaining responsibility for implementing and overseeing any investment decisions. CRFP does not exercise discretionary authority, does not custody client assets, and reviews client plans during scheduled meetings or at the client’s request rather than providing continuous monitoring.
Noteworthy for a small independent practice, the firm has an affiliation with an unaffiliated registered investment adviser to which it may refer clients for investment management; CRFP states it receives no referral fees, though its principal may be compensated if engaged separately by that adviser. The principal also maintains outside roles in academia and seasonal tax preparation, and the firm charges fixed and hourly planning fees rather than percentage‑of‑assets arrangements.
Client services
Expertise
Fee options
Fixed-fee financial planning engagements beginning at $3,000, fee negotiable based on complexity and scope.
$250 per hour
Ongoing financial planning for a fixed recurring fee paid monthly ($100 to $300) or quarterly ($300 to $900) in advance.
Fee-only: Hourly financial planning at $250 per hour; Fixed-fee financial planning engagements beginning at $3,000, negotiable based on complexity and scope; Ongoing financial planning monthly fees range from $100 to $300 and quarterly fees from $300 to $900.
Main office
San Antonio TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Chris Reddick Financial Planning · Chris Reddick Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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