REAP Financial Group, LLC logo

REAP Financial Group, LLC

Updated today

Client AUM

$645,811,421

Clients

1,284

Advisors

7

across 2 offices

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Private / alternative investments

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Fee options

Fixed

Fixed fees for financial planning services, up to 1.10% for alternative investment due diligence

Percentage

up to 2.00% per annum, negotiable depending on sub-advisor, model, strategy, and other factors

Commissions

Commissions on sales of certain insurance products through affiliate REAP Insurance Group, LLC (separate from advisory fees)

Project-based

Up to $400 per hour for financial planning and consulting services

Other

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

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

Advisors at this firm

user avatar

Justin S

Series 63, Series 66

Georgetown, TX

REAP Financial Group, LLC

Justin Saffle is a financial advisor with REAP Financial Group, LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank before joining REAP Group in 2019. Outside of advisory work, Saffle is also an insurance agent involved in life insurance and fixed annuity sales through Reap Insurance Group, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, and trusts. The firm manages discretionary assets using model portfolios implemented via selected sub-advisors while also offering comprehensive planning and educational resources to support client decision-making.

Wealth management Private / alternative investments
user avatar

Hannah H

Series 65

Georgetown, TX

REAP Financial Group, LLC

Hannah Heerlein is a Series 65-licensed financial advisor with REAP Financial Group, LLC, based in Georgetown, TX. She has 16 years of industry experience, including over 19 years affiliated with firms within the REAP network since 2007. Outside of her advisory role, she is involved in insurance sales as an agent with Reap Insurance Group and serves as a director for Marigold Incorporated Cell, Inc., a captive insurance company. She also participates in education and research related to solar and renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary assets, utilizing model portfolios implemented through sub-advisors while offering comprehensive financial planning and retirement education.

Wealth management Private / alternative investments
user avatar

Stephanie R

Series 63, Series 66

Dunedin, FL

REAP Financial Group, LLC

Stephanie Roth is a financial advisor with REAP Financial Group, LLC in Dunedin, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at CrowdStreet Advisors, LLC, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. She also serves as Chief Compliance Officer for CrowdStreet Advisors LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts, managing approximately $648 million in discretionary client assets. The firm employs model portfolios through selected sub-advisors while overseeing their management and offers educational financial planning and retirement services.

Wealth management Private / alternative investments
user avatar

Leah N

Series 65

Georgetown, TX

REAP Financial Group, LLC

Leah Newman is a financial advisor at REAP Financial Group, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Allied Wealth Management and REAP Group, LLC. In addition to her advisory role, she is an insurance agent involved in life insurance sales and fixed annuities through Reap Insurance Group, LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented by selected sub-advisors while maintaining oversight and reallocation responsibilities.

Wealth management Private / alternative investments
user avatar

Mariah H

Series 63, Series 65

Georgetown, TX

REAP Financial Group, LLC

Mariah Holmes is a financial advisor at REAP Financial Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group serves individuals, high-net-worth clients, and trusts, providing investment management, financial planning, and consulting services. The firm manages approximately $648 million in discretionary assets and employs sub-advisors to implement model portfolios, while also offering educational resources for retirement and rollover decisions.

Wealth management Private / alternative investments
user avatar

Christopher H

Series 63, Series 65

Georgetown, TX

REAP Financial Group, LLC

Christopher Hundl is a financial advisor at REAP Financial Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and Financial Integrated Solutions, LLC. In addition to his advisory role, Hundl is an insurance agent with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. REAP Financial Group, LLC provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented through selected sub-advisors while maintaining oversight and reallocation authority.

Wealth management Private / alternative investments
user avatar

Christopher H

Series 65

Georgetown, TX

REAP Financial Group, LLC

Christopher Heerlein is a Series 65-licensed advisor at REAP Financial Group, LLC with 10 years of industry experience. He has been with REAP Financial Group since 2013 and is also an insurance agent at Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. Heerlein serves as a director of Marigold Incorporated Cell, Inc., providing insurance products, and is involved with Reap Solara Ventures, LLC, focusing on education and research in solar and renewable energy. REAP Financial Group, LLC offers investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages discretionary assets using model portfolios implemented through sub-advisors and provides financial planning with an educational approach toward client decision-making.

Wealth management Private / alternative investments
View complete list of advisors at this firm
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