Fees

Chris Reddick Financial Planning (CRFP) offers the following Financial Planning and Investment Management packages.*

At CRFP we believe that fees should be transparent and flat. All packages start with a free, initial 30-minute phone call to discuss your needs.

Clients can meet in person or virtually.

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  • Basic
  • (Kick Start)
  • Covers 1-2 areas of Financial Planning with a one-time base price starting at $500*
  • Ideal for those new to financial planning, or only want specific problems to be solved in one meeting
  • A 1.5-hour meeting where the financial plan is discussed
  • Includes investment portfolio review, retirement readiness, budgeting, tax planning, and more
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  • Investment Management
  • (Most Affordable)
  • Ongoing Investment Management base price of $50 per month or $150 per quarter*
  • Flat fee, so as your investments grow you pay the same fee
  • TD Ameritrade Custodian or manage your own money with my advice
  • You can cancel at any time with 30 days' notice.
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  • Premium Subscription
  • (Most Popular)
  • Ongoing Comprehensive Financial Planning throughout the year
  • Covering investments, retirement, tax planning, insurance, estate, employee benefits, college funding, student loans, and much more
  • Payments are made in advance monthly at $125 or quarterly at $375.*
  • For clients that work virtually, there will be a price decrease of $25 per month
  • You can cancel at any time with 30 days' notice.
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  • Platinum
  • (Best Value)
  • Ongoing Investment Management and Comprehensive Financial Planning for a flat fee of $175 per month or $525 per quarter*
  • Best value with both Comprehensive Financial Planning and Investment Management
  • For clients that work virtually, there will be a price decrease of $25 per month.
  • You can cancel at any time with 30 days' notice.
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*Fees are current as of today. This is the base price that can change depending upon the level of plan complexity.

If you are interested in any of these packages please email or call. We can schedule a free initial 30-minute phone call to discuss your needs.