Stephanie Roth is a registered investment advisor at Reap Financial Group, LLC, based in Dunedin, FL, with 14 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,284 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and depend on the specific portfolio manager, investment models, and strategies chosen.
Fee Estimator
Location
Dunedin, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephanie is the Chief Compliance Officer (CCO) for CrowdStreet Advisors LLC since August 2021, providing compliance supervision. CrowdStreet Inc. is the parent company of CrowdStreet Capital and CrowdStreet Advisors.
Employment History
Current Registrations
Reap Financial Group, LLC
Previous Registrations
Crowdstreet Capital LLCBroker
Crowdstreet Advisors, LLC
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Summit Brokerage Services, INC.Broker
Cbg Financial Group, INC.Broker
Ekn Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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