Advisor at Reap in Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reap in Wealth Management, LLC
Location
Palm Coast, FL
Credentials
Series 65
Industry experience
18 years
David Morgan is a financial advisor with Reap in Wealth Management, LLC, holding a Series 65 license and bringing 17 years of industry experience. He has been affiliated with Reap, LLC since 2001 and has involvement in insurance sales and fixed insurance products outside his advisory role. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm combines fundamental, technical, and cyclical investment analysis and operates with a team of six advisors managing approximately $33 million across multiple offices.
Based on Reap in Wealth Management, LLC
Fixed fees charged for financial planning; specific amounts not stated.
$0.00 - $50,000: 1.20% $50,000.01 - $100,000: 1.20% $100,000.01 - $500,000: 1.20% $500,000.01 - $1,000,000: 1.20% $1,000,000.01 - $5,000,000: 1.00% Over $5,000,000+: 1.20%
Insurance commissions received by related persons if insurance products are purchased through REAP, LLC.
Hourly fees charged for financial planning; specific hourly rate not stated.
Fee-only: Hourly fees and fixed fees for financial planning services; specific amounts not stated in brochure.
Palm Coast, FL
Florida · Georgia · Illinois
Simplicity wealth
2025 - Present (1 year)
Retirement Estate Plan - REAP
2025 - Present (1 year)
Reap, LLC
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Reap in Wealth Management, LLC
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