Georgetown, TX Office
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REAP Financial Group, LLC
Team
Firm-wide stats for REAP Financial Group, LLC
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.
Based on REAP Financial Group, LLC
Location
710 South Austin Avenue, Suite 200
Georgetown TX 78626
Advisors at this office
6
Advisors at this office
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