Reap Financial Group, LLC

REAP Financial Group, LLC is an SEC registered investment advisor established in 2008, offering investment management, financial planning, and consulting services primarily to individuals and trusts. The firm operates on a fee-based model and may coordinate services with legal, tax, and insurance advisors. Clients have the option to engage in asset management, alternative investment due diligence, and financial planning services. REAP utilizes sub-advisors such as Bison Wealth, LLC and Signal Advisors Wealth, LLC for asset management services. The firm does not impose account minimums, but sub-advisors may have their own requirements. Clients pay annual asset-based fees up to 2.00% for asset management services. REAP does not engage in performance-based fees or side-by-side management. The firm's investment strategies include fundamental, technical, and cyclical analysis. Clients are encouraged to consult their own legal, tax, and insurance advisors. REAP does not provide legal, tax, or insurance advice. The firm's Code of Ethics ensures that client interests are prioritized, and employees are prohibited from using non-public information for personal gain. REAP does not vote proxies on client securities, and clients are responsible for voting proxies directly. The firm has no financial conditions impairing its ability to meet client commitments and has not been involved in bankruptcy petitions in the past ten years.