A complete list of active advisors currently associated with REAP Financial Group, LLC

Warmer can help you find a great advisor at REAP Financial Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at REAP Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse REAP Financial Group, LLC's office locations.

Name	Location	Years of experience
Christopher Heerlein	Georgetown, TX	10
Hannah Heerlein	Georgetown, TX	16
Mariah Holmes	Georgetown, TX	5
Christopher Hundl	Georgetown, TX	16
Leah Newman	Georgetown, TX	10
Stephanie Roth	Dunedin, FL	14
Justin Saffle	Georgetown, TX	15

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support