Reap in Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,461,000
Total clients
627
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
209
Average account size
$54,962
About
Reap in Wealth Management serves individual and high‑net‑worth clients, providing personalized financial planning and access to third‑party portfolio management as part of its wealth management service. Its planning scope includes cash‑flow, tax and retirement planning, education funding, insurance review, and estate‑planning referrals, and the firm does not act as a custodian for client assets.
The firm operates on a fee‑based model that includes percentage‑of‑AUM, hourly and fixed fees, and commonly implements client portfolios through third‑party managers and model platforms such as Orion Portfolio Solutions, Brookstone Capital, and Matson Money, with discretionary trading often delegated to those managers. Investment analysis blends fundamental, technical and cyclical methods, accounts are reviewed at least quarterly, and financial plans are typically delivered within about 90 days.
What is distinctive is the firm’s operating footprint and affiliated services: it manages roughly $33 million through six advisors and maintains six offices, a configuration that is uncommon for similarly sized team firms, and it also has affiliated businesses that provide tax preparation and insurance services. The firm discloses and addresses the attendant conflicts of interest through written supervisory procedures and uses outsourced sub‑advisors to implement many investment strategies.
Client services
Expertise
Fee options
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.
Most active in
Florida · Georgia · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")