Palm Coast, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
REAP in Wealth Management, LLC
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Firm-wide stats for REAP in Wealth Management, LLC
About
REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high‑net‑worth clients, offering retirement and estate planning advice, cash flow and tax planning, and access to third‑party portfolio managers. The firm supports a broad client base through personalized consultations, periodic reviews, and implementation of recommended strategies via custodial accounts.
Investment programs are tailored to clients’ stated objectives and documented risk tolerances, with analysis that may include fundamental, technical and cyclical methods and formal Investment Policy Statements. The firm implements portfolios both directly and by using sub‑advisors and model platforms (including OPS, Brookstone and Matson Money); financial planning is provided as part of its wealth management service and, depending on the engagement, may also be billed on an hourly or fixed‑fee basis.
Notable distinctions include an unusually large physical footprint for a firm of its size (six offices) and formal affiliations with an insurance agency and a tax preparation business, arrangements the firm discloses can create conflicts when related products or services are recommended. The firm also routinely uses multiple custodians, shares fees with third‑party managers, and discloses prior administrative enforcement matters from 2015 in its Form ADV.
Based on REAP in Wealth Management, LLC
Location
Palm Coast FL
Advisors at this office
2
Advisors at this office
Carter H
Series 63, Series 66
Palm Coast, FL
REAP in Wealth Management, LLC
Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.
Suzanna K
Series 63, Series 65
Palm Coast, FL
REAP in Wealth Management, LLC
Suzanna Koizumi is a financial advisor with REAP in Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She worked at Vfa from 2002 to 2018 before joining REAP in Wealth Management in 2018. Outside of her advisory role, she is involved with PYur Life, a nutritional products affiliate, and is a partner in a real estate business in Jacksonville, FL. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients. The firm offers personalized investment programs and access to third-party portfolio managers, supporting clients with retirement, estate, cash flow, and tax planning through multiple offices and custodial relationships.
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