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 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.

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.

Name	Location	Years of experience
Chris Reddick	San Antonio, TX	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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