Firm
Chris Reddick Financial Planning
San Antonio, Texas
Fee-only
Chris Reddick Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 15 of them high net worth.
- Its ongoing planning fee starts at $1,800 a year, below the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | chrisreddickfp.com |
| Phone | (210) 218-8040 |
Chris Reddick Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| One-time plan | From $3,000 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$1,800/year · Billed monthly · No setup fee · Cancel anytime" source
"$3,000 one-time" source
"No Barriers: No minimum account sizes." source
"$3,000 one-time" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 45 |
| High-net-worth clients | 15 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 5, 2026 |
| SEC record | CRD 304542 |