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 offer any discounts?

Our fees are transparent and posted on the website. We do offer a discount of $25 per month for the Premium Subscription Plan when a client works virtually.

Who do you work with?

We partner with professionals and their families in corporate, education, and public service careers in the greater San Antonio area to help them create a comprehensive financial plan and investment management strategy. We also work virtually with clients nationwide. Ideal clients believe in the importance of educating themselves about their finances.

Do you offer tax planning services?

Yes, we use software that uploads your Form 1040 tax return and provides an in-depth analysis of the return and future projections of income taxes. Note: we do not file taxes with the IRS. The report is primarily informational. For tax advice, you should speak to a CPA.

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.

Can you provide ongoing investment advice and not manage my money?

Yes, if you just want investment advice, and not to have your money managed throughout the year, you can pay $50 per month. This plan does not include financial planning services.

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.