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. Ongoing planning involves a fixed monthly or quarterly fee for developing and implementing a plan. Project-based planning covers topics like retirement, risk management, and college savings. The firm does not manage assets.

Fee Structure

Financial Plan Fee:$500 - $1,500
Hourly Rate:$200/hr

Ongoing financial planning has an upfront charge of $0-$500, plus a monthly fee of $100-$300 or a quarterly fee of $300-$900, based on complexity. Project-based planning is offered at $200 per hour or a fixed fee between $500 and $1,500, depending on the project's scope. Fees are negotiable. There are no AUM fees since the firm does not manage assets.

Areas of Practice
Retirement PlanningEducation PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance Planning
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Location

TX, United States

1 Advisors at this firm