REAP Financial Group, LLC logo

REAP Financial Group, LLC

Updated today

Client assets under management

$645,811,421

Clients

1,284

13% high-net worth

Advisors

6

of 28 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

214

Very High

Average account size

$502,968

About

REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individual and high‑net‑worth clients and to trusts. The firm’s services include ongoing discretionary asset management (often coordinated with selected sub‑advisors), written financial plans, alternative investment due diligence for accredited investors, and coordination with clients’ legal, tax, and insurance advisors.

REAP typically manages client portfolios on a discretionary basis and uses sub‑advisors (notably Bison Wealth and Signal Advisors Wealth) to implement actively managed model portfolios while retaining primary oversight and the authority to reallocate among sub‑advisors. Its investment work draws on fundamental, technical, and cyclical analysis and pairs portfolio management with financial planning deliverables and an educational, non‑recommendatory approach to retirement account rollovers.

The firm’s brochure discloses a formal promoter/referral program that can include cash compensation or advisory‑fee rebates paid to existing clients who promote the firm, a practice that the firm acknowledges and that is relatively uncommon among similar team advisors. REAP also emphasizes client education — for example, providing questionnaires, interactive materials, and an educational approach to rollovers — and discloses use of AI‑based notetaking tools for client meetings, which the firm reviews and archives.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning and consulting services

Percentage

up to 2.00% per annum (negotiable, varies by sub-advisor, investment model, strategy, and manager)

Commissions

Commissions on sales of certain insurance products through affiliate REAP Insurance Group, LLC

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Fee-only: Fixed fees for financial planning and consulting services, or hourly rates up to $400 per hour

Main office location

REAP Financial Group, LLC

9414 Anderson Mill Road, Suite 100

Austin TX 78729, United States

Number of offices

3

Most active in

Alabama · California · Colorado · Florida · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin S

Series 63, Series 66

Georgetown, TX

REAP Financial Group, LLC

Justin Saffle is a financial advisor at REAP Financial Group, LLC in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining REAP Group, LLC in 2019, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2019. He is also an insurance agent with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. REAP Financial Group provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $510 million on a discretionary basis and employs a combination of fundamental, technical, and cyclical investment analysis while emphasizing client education through seminars and workshops.

Founder/Business Owner
user avatar

Hannah H

Series 65

Georgetown, TX

REAP Financial Group, LLC

Hannah Heerlein is a financial advisor with REAP Financial Group, LLC in Austin, TX, holding a Series 65 license and bringing 16 years of industry experience. She has worked with REAP Financial Group and its related entities since 2007. Outside of her advisory role, she is involved in renewable energy education through Reap Solara Ventures, LLC, and serves as a director at Marigold Incorporated Cell, Inc., a captive insurance company. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, and trusts. The firm manages approximately $510 million on a discretionary basis and employs a combination of fundamental, technical, and cyclical investment analysis, with an emphasis on client education through seminars and workshops.

Founder/Business Owner
user avatar

Leah N

Series 65

Georgetown, TX

REAP Financial Group, LLC

Leah Newman is a financial advisor at REAP Financial Group, LLC with nine years of industry experience. She has worked with REAP Group, LLC since 2018 and previously spent 14 years at Allied Wealth Management. Outside of her advisory role, she is also an insurance agent selling fixed annuities and life insurance through Reap Insurance Group, LLC. REAP Financial Group provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and trusts. The firm manages approximately $510 million on a discretionary basis and employs a combination of fundamental, technical, and cyclical investment analysis while emphasizing client education through seminars and workshops.

Founder/Business Owner
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 in Austin, TX, 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 from 2015 to 2018. Outside of her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $510 million on a discretionary basis and employs a combination of fundamental, technical, and cyclical investment analysis, with an educational approach that includes seminars and workshops for clients and prospects.

Founder/Business Owner
user avatar

Christopher H

Series 63, Series 65

Georgetown, TX

REAP Financial Group, LLC

Christopher Hundl is a financial advisor with REAP Financial Group, LLC in Georgetown, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with REAP Group, LLC since 2018 and has prior experience at Financial Integrated Solutions and NYLIFE Securities LLC. Outside of his advisory role, he is an insurance agent with Reap Insurance Group, LLC, focusing on fixed annuities and life insurance sales. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and trusts, managing approximately $510 million on a discretionary basis. The firm employs a combination of fundamental, technical, and cyclical investment analysis and emphasizes client education through seminars and workshops.

Founder/Business Owner
user avatar

Christopher H

Series 65

Georgetown, TX

REAP Financial Group, LLC

Christopher Heerlein is a Series 65-licensed financial advisor with REAP Financial Group, LLC in Austin, TX, where he has worked since 2013. He has 10 years of industry experience and also serves as an insurance agent at Reap Insurance Group, LLC, focusing on fixed annuities and life insurance. Additionally, Heerlein holds a director position at Marigold Incorporated Cell, Inc., overseeing insurance offerings, and is involved with Reap Solara Ventures, LLC, where he engages in education and research on solar and renewable energy. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts, managing approximately $510 million on a discretionary basis. The firm combines fundamental, technical, and cyclical analysis with an emphasis on client education through seminars and workshops, and it uses selected sub-advisors and model portfolios to deliver ongoing asset management.

Founder/Business Owner
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