Jeffrey Reddick
Jeffrey Reddick is a CFP-designated registered investment advisor at Wg Plan LLC, based in Mckinney, TX, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 9 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Asset management fees are negotiable.
Fee Estimator
Location
7701 Eldorado Pkwy, Ste 200, Mckinney, TX, 75070
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Jeffrey is a financial advisor for Guideline Capital Management, selling life insurance, annuities, long-term care, and disability insurance, dedicating about a quarter of his time. He is also the CFO and Managing Director for VPR Ventures LLC, a litigation finance business, spending about 10-20% of his time on general business management, accounting, finance, and due diligence.
Employment History
Current Registrations
Wg Plan LLC
Previous Registrations
Proline Investment Management, PLLC
Guideline Capital Management
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Girard Securities, INC.Broker
Girard Securities, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Farmers Financial Solutions, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.