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Justin Saffle

15 Years of Experience
Georgetown, TX
Sells Insurance

Justin Saffle is a registered investment advisor at Reap Financial Group, LLC, based in Georgetown, TX, with 15 years of industry experience. Justin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,284 clients
Average Client Portfolio
$505K average
Assets Under Management
$648.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and depend on the specific portfolio manager, investment models, and strategies chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

710 South Austin Avenue, Suite 200, Georgetown, TX, 78626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Justin is an insurance agent at Reap Insurance Group, LLC, selling fixed annuities and life insurance since May 2019. This takes about a quarter of his time.

Employment History
Current Registrations
Reap Financial Group, LLC
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2013 - May 2019 · 6 yrs
Charles Schwab & CO., INC.Broker
August 2011 - May 2019 · 7 yrs 9 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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