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Contact Information
San Antonio, TX
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
Hello, my name is Chris Reddick. I have been a fee-only financial planner and owner of Chris Reddick Financial Planning, LLC since 2019. My firm specializes in advice-only investment, retirement, and tax planning for professionals in corporate, education, and public service careers. I offer hourly and monthly subscription financial planning. I am a CFP® professional, the industry's highest standard for personal financial planning. I also hold the IRS’s Enrolled Agent (EA) elite credential as evidence of my expertise in tax planning.
I am a goal-based financial planner. We establish goals together, track progress toward accomplishing them, and celebrate our wins. So, if you are looking for a financial planner who holds you accountable for getting results, I am the one for you!
Premium Plan - Monthly Subscription Comprehensive Financial Planning throughout the year at $125 per month
Platinum Plan - Premium Plus...Tax Planning, Accountability Partner & Coaching at $175 per month
Kick Start Plan - Covers 1-2 areas of Financial Planning with a one-time price of $500
Hourly Planning - Book an hour to discuss a Financial Planning topic at $200 per hour
I was born and raised in Canada. I earned an MBA in Business Studies at the University of Guelph and a Ph.D. in Political Science from the University of Sheffield in the United Kingdom.
In 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. In addition, I have 11 years of management experience as a department chair and author of numerous books and articles on technology, finance, and other management subjects.
$125
Monthly:
$125/mo
Hourly:
$150/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
Educators
Government Employees
Teachers
Non-profit professionals
Veterans/Military Personnel
Investments
Tax Strategies
Retirement Life Planning
Employee Benefits
College Savings
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.