HH

Hannah Sandra Heerlein

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
1,217 clients
Average Client Portfolio
$419K average
Assets Under Management
$510.2M

Fee Structure

Minimum Investment:None
Hourly Rate:Up to $400/hr

REAP charges an annual asset-based fee for investment management services, up to a maximum of 2.00% per annum. These fees are negotiable and may vary. The annual advisory fee includes the costs of the selected sub-advisor’s services. For alternative investment due diligence, REAP charges a fixed fee up to 1.10% of the value of the investible asset. Financial planning services are offered either on a fixed fee basis or based on a maximum hourly rate of $400 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

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

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Hannah is an insurance agent selling fixed annuities and life insurance through Reap Insurance Group, dedicating about a quarter of her time to this. She is also a director at Marigold Incorporated Cell, Inc. and a member of Reap Solara Ventures, LLC, spending minimal time on each.

Employment History
Current Registrations
Reap Financial Group, LLC
January 2010 - Present · 16 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Hannah Sandra Heerlein - Financial Advisor | AdvisorDiscover