Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
SmartPath Advisors is paid by clients' employers or organizations, so clients/employees/users do not owe any fees. Retirement Readiness costs $250 or greater per client, while Savings Strategy Sessions cost $125 or greater per client. These fees may be discounted for engagements covering a large number of clients. Fixed fee programs for organizations range from $500 to $10,000 per month.
Areas of Practice
Advisor Information
Office location
San Antonio, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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).