Reap in Wealth Management, LLC

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Assets Under Management

$33.3M

Number of Clients

283

Number of Advisors

Average Client AUM

$118K

AUM per Advisor

$6.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

REAP In Wealth Management provides personalized financial planning and access to third-party portfolio management to individuals and high-net-worth individuals. Advice includes financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. The firm does not sell commissioned products.

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Location

FL, United States

5 Advisors at this firm

David Morgan

Debora Lynn Terranova

CFP