Hannah Heerlein
Hannah Heerlein is a registered investment advisor at Reap Financial Group, LLC, based in Georgetown, TX, with 16 years of industry experience. Hannah 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
710 South Austin Avenue, Suite 200, Georgetown, TX, 78626
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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 ActivitiesSells Insurance
Hannah is an insurance agent selling fixed annuities and life insurance through Reap Insurance Group, dedicating about a quarter of her time to this. She is also a director at Marigold Incorporated Cell, Inc. and a member of Reap Solara Ventures, LLC, spending minimal time on each.
Employment History
Current Registrations
Reap Financial Group, LLC
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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