REAP Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
REAP Financial Group, LLC provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts and, as disclosed in its brochure, manages roughly $648 million in discretionary client assets. Its services include ongoing discretionary asset management (often implemented through sub-advisors), cash flow and tax planning advice, insurance reviews, retirement and estate planning, and due diligence and ongoing support for certain privately issued investments available to accredited investors.
The firm typically exercises discretionary trading authority and implements model portfolios via selected sub-advisors (including Bison Wealth and Signal Advisors Wealth) while retaining responsibility to monitor, reallocate, and oversee those sub-advisors. For financial planning and retirement education, REAP provides written plans or consultations and takes an explicitly educational approach to rollover decisions, offering questionnaires and interactive materials to help clients make independent decisions.
Noteworthy disclosures in the brochure include that REAP may pay existing clients for promotion or referrals and uses client endorsements in its marketing, a practice the firm describes and discloses as a potential conflict of interest. The brochure also discloses the firm’s use of AI-based notetaking to transcribe and summarize client meetings and its affiliation with an insurance entity that sells commissionable products, with related conflicts and controls addressed in its policies.
Client services
Expertise
Fee options
Fixed fees for financial planning services, up to 1.10% for alternative investment due diligence
up to 2.00% per annum, negotiable depending on sub-advisor, model, strategy, and other factors
Commissions on sales of certain insurance products through affiliate REAP Insurance Group, LLC (separate from advisory fees)
Up to $400 per hour for financial planning and consulting services
Fee-only: Fixed fees for financial planning or hourly fees up to $400/hour
Main office
9414 Anderson Mill Road, Suite 100
Austin TX 78729, United States
Offices (2)
Most active in
Alabama · California · Colorado · Florida · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Washington
Also doing business as
Reap Financial Group, LLC · Sandra K. Newman · Senior Financial Planning And Insurance Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")