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Justin Saffle

14 Years of Experience
Sells Insurance

Justin Saffle is a registered investment advisor at Reap Financial Group, LLC, based in Georgetown, TX, with 14 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, 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
6 advisors
Number of Clients
1,284 clients
Average Client Portfolio
$505K average
Assets Under Management
$648.2M

Fee Structure

Investment management only (planning not offered)

REAP Financial Group charges an annual asset-based fee for investment management services, up to a maximum of 2.00% of the value of your portfolio. The fee covers the costs of the sub-advisor's services. The exact fee is negotiable and depends on the sub-advisor, investment model, and other factors.

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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

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 · 6 yrs 10 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.