REAP FINANCIAL GROUP, LLC
SEC RegisteredLeave a Lasting Legacy
About the firm
At REAP Financial, we have a deep-seated commitment to you and those you care about most. Our experts work together to address every aspect of your financial world from retirement services and investments to estate planning, wealth management, tax mitigation and much more. Our Austin financial advisors serve a distinct clientele of affluent families and successful entrepreneurs with complex needs for the future who want to leave lasting legacies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement services, investments, estate planning, wealth management, tax mitigation, Virtual Family Office, relationship management, Social Security analysis, and retirement planning.
Who they serve
Affluent families and successful entrepreneurs with complex needs for the future who want to leave lasting legacies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,121 | $338M |
| High Net Worth Individuals | 163 | $308M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REAP FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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