Georgetown, TX Office

Team
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REAP Financial Group, LLC logo

REAP Financial Group, LLC

Team

Firm-wide stats for REAP Financial Group, LLC

Total advisors

7

Across 2 offices

Clients per advisor

183 Very High

Avg AUM per client

$502,968 Low

HNW client ratio

13% Low

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

Expertise

Wealth management Private / alternative investments

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

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

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 financial advisor with REAP Financial Group, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with REAP Financial Group since 2013 and is also an insurance agent affiliated with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. Additionally, he serves as a director at Marigold Incorporated Cell, Inc., offering insurance products, and is involved in research and education on renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages discretionary assets using selected sub-advisors and offers a range of services including cash flow and tax planning, insurance reviews, and retirement and estate planning, with an educational approach to client decision-making.

Wealth management Private / alternative investments
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