CR
CFP
CR
CFP

Christopher Reddick

6 Years of Experience

Christopher Reddick is a CFP-designated registered investment advisor at Nectarine, based in San Antonio, TX, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,210 clients.

Compensation
Fixed/Hourly
Firm Size
32 advisors
IM Fee
Planning only

Fee Structure

Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.

Nectarine Financial offers the following services:

  • Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
  • Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is the Principal and CCO of Chris Reddick Financial Planning, LLC, and a financial advisor at Nectarine Financial, Inc. He also works as a financial coach for SmartPath, Inc., a professor at UTSA (nearly full-time), and a credentialed tax expert for Intuit during tax season (about half his time).

Employment History
Current Registrations
Nectarine
April 2024 - Present · 2 yrs
Chris Reddick Financial Planning
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Smartpath Advisors
July 2024 - December 2025 · 1 yr 5 mos
Origin Investment Advisory LLC
June 2021 - June 2024 · 3 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.