Chris Reddick Financial Planning

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Chris Reddick Financial Planning, LLC offers ongoing and project-based financial planning services. They work with clients to develop and implement financial plans, covering areas like retirement, risk management, college savings, and debt management. They do not manage investments.

Fee Structure

Ongoing financial planning involves an upfront charge of $0-$500 and a monthly fee of $100-$300 or a quarterly fee of $300-$900, based on complexity and needs. Fees are paid in advance.

Project-based financial planning is offered at $200 per hour or a fixed fee between $500 and $1,500, depending on the project's complexity and scope.

Annual Retainer:$1,200 - $3,600/year
One-Time Plan:$500 - $1,500
Hourly Rate:$200/hr
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Location

TX, United States

1 Advisors at this firm