RPR Financial logo

RPR Financial

Updated today

Client assets under management

$162,050,078

Clients

259

15% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$625,676

About

RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and trusts. The firm offers discretionary portfolio management, model asset allocation strategies, and financial planning, and it may refer clients to its affiliate RPR Financial P.A. for CPA, accounting, and tax preparation services.

The firm follows a value‑oriented investment approach that targets good‑quality, out‑of‑favor stocks using measures such as book value, cash flow, low debt, and insider ownership, while also incorporating fixed income, ETFs, independent managers, and model portfolios across conservative to aggressive risk profiles. RPR Financial uses quantitative optimization and third‑party software in its analysis and may employ option strategies (including covered call writing), hedging, and municipal bond allocations as appropriate to client objectives and tax considerations.

Compared with many peer teams, RPR Financial’s affiliation with an in‑house CPA practice and its disclosed receipt of referral fees for accounting services is a distinctive feature, and several advisory professionals are licensed insurance agents who may receive commission-based compensation for insurance products. The firm also provides a broad suite of ERISA services—ranging from non‑discretionary 3(21) consulting to discretionary 3(38) fiduciary implementation and plan oversight—which expands its service mix beyond typical individual portfolio management.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Flat fees may be negotiated in lieu of asset-based fees for investment management services; ERISA plan consulting fees may be flat annual fees payable quarterly.

Commissions

Advisory professionals may receive commission-based compensation for insurance products.

Project-based

Financial planning hourly fees range from $250 to $500 per hour depending on complexity.

Other

Account minimum: $50,000

Main office location

RPR Financial

8575 W. 110 Th St., Suite 314

Overland Park KS 66210, United States

Number of offices

3

Most active in

Kansas · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Craig F

Series 63, Series 66

Overland Park, KS

RPR Financial

Craig Fisch is a financial advisor with RPR Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, and Personal Financial Group. Outside of his advisory work, he is involved with the Johnson County Referral Group, a business owners referral network. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining a value and quality investment approach with quantitative methods and third-party research.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Christopher K

Series 65, Series 66

Overland Park, KS

RPR Financial

Christopher Knowles is a financial advisor with RPR Financial in Overland Park, KS, holding Series 65 and Series 66 licenses and four years of industry experience. He has worked at RPR Financial since 2018 and was previously involved with Underdog Wine Co and Knowmoore LLC. Since 2023, he has served as the Director of Ways and Means for the Santa Fe Trail Blazers. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining a value and quality investment approach with quantitative methods and a range of strategies tailored to client objectives.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Mark H

Series 63, Series 65

Prosper, TX

RPR Financial

Mark Harris is a financial advisor with RPR Financial, holding Series 63 and 65 licenses and bringing 31 years of industry experience. His prior roles include positions at IHT Wealth Management LLC and Personal Financial Group, as well as LPL Financial. Outside of his advisory work, he has been involved in managing real estate rental properties since 2009. RPR Financial serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining value and quality investment approaches with quantitative optimization and third-party research.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Mitch C

Series 66

Overland Park, KS

RPR Financial

Mitch Carlson is a financial advisor at RPR Financial with 17 years of industry experience. He holds a Series 66 designation and has worked previously at IHT Wealth Management, LPL Financial, Personal Financial Group, and Children's Mercy Hospital. Carlson is also a licensed insurance agent for life and health insurance. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm offers discretionary portfolio management, financial planning, ERISA retirement-plan consulting, and coordinates accounting and tax preparation through an affiliated CPA practice.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Bryan L

Series 65

Overland Park, KS

RPR Financial

Bryan Lerette is a financial advisor at RPR Financial with a Series 65 designation and one year of experience at the firm. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining a value and quality investment approach with quantitative methods and third-party research.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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