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Christopher Heerlein

Reap Financial Group, LLC
11 Years of Experience
Georgetown, TX
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Heerlein is a registered investment advisor at Reap Financial Group, LLC, based in Georgetown, TX, with 11 years of industry experience. Christopher 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.

Reap Financial Group, LLC
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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent for Reap Insurance Group, LLC, selling fixed annuities and life insurance, dedicating about a quarter of his time. He is also a musician for LiVE - Fith Veda Inc, spending a few hours per week, and a Director at Marigold Incorporated Cell, Inc., offering insurance products and overseeing client needs, dedicating minimal time. He is also a member of Reap Solara Ventures, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Reap Financial Group, LLC
October 2015 - Present · 11 yrs
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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