Are you fee only?

Yes. Chris Reddick Financial Planning (CRFP) is a fee-only, fiduciary financial planning practice. This means we don’t get paid a commission for recommending specific investments or financial products. We work for you and are paid only by you. This means you can always rest assured that we’re working with your best interest in mind.

Do you work virtually with clients?

We do work virtually with clients. There is a $25 per month price decrease off the Premium and Platium subscription plan for entirely virtual clients.

Who is not a good fit for our services?

We’re looking to work with collaborative and intentional individuals who want to be engaged in their financial planning process. Our clients are family-oriented and want their money to reflect their values. Our clients believe in the importance of education and learning to better themselves. We aren’t stock-pickers and believe in sticking to an investment plan over “timing” the market.

Are there any account minimums to work with us?

There are no account minimums to work with us. We offer three flat fee plan options and each plan has no account minimums.

Do you have an office?

We don’t have a formal office. With the technology of today we’re able to meet our clients wherever it’s most convenient for them - via phone, email, video conferencing or in person at a mutually agreed upon space. 

Are you a CERTIFIED FINANCIAL PLANNER?

Yes. Chris Reddick holds the CFP® Professional designation from the CFP Board.  This designation comes from a rigorous certification process and regular continuing education to maintain the CFP® Professional mark.  

How do you get paid?

Chris Reddick Financial Planning (CRFP) is a fee-only financial planning and wealth management firm which means that our compensation comes directly from the clients we serve. We do not receive commissions from companies by selling products. To learn more about our services and pricing click here.

Do you only work with clients in Texas?

Chris Reddick Financial Planning (CRFP) is virtual in nature which enables us to assist clients in the State of Texas and in other jurisdictions where exempted.

How can I work with you?

Please send me an email or schedule a call and I will be happy to discuss.

How does the subscription plan work?

Depending upon the complexity of your finances, for the subscription plan payments start at $125 per month or $375 per quarter. You can cancel at any time with 30 days notice. Learn more click here.

Do you hold my money when you manage it?

I do not hold your money. I work with your custodian which is typically a brokerage house such as TD Ameritrade or Fidelity. I currently have a working relationship with TD Ameritrade.

What do you mean by serving clients in careers in corporate, education, and public service?

I believe that through my work experience, I can best serve clients in corporate careers in the private sector in various industries, education includes teachers, administrators at all levels including higher education, public service are those in government and nonprofit organizations. I can also serve clients in other industries.