RPR Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
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.
Advisory professionals may receive commission-based compensation for insurance products.
Financial planning hourly fees range from $250 to $500 per hour depending on complexity.
Account minimum: $50,000
Main office
See office8575 W. 110th St., Suite 314
Overland Park KS 66210
Advisors at this office
4
Offices (2)
Most active in
Kansas · Missouri · Texas
Also doing business as
Rpr Cpas & Advisors · Rpr Financial · Rpr Financial Advisors · Rpr Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Chris K
Verified by Warmer
Series 65
Overland Park, KS
RPR Financial
Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented, actively managed investment approach.
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 having 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. He is involved with the Johnson County Referral Group, a business owners referral group established in 2009. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach using quantitative analysis and offers a range of services, including discretionary portfolio management and access to affiliated CPA and accounting services.
Mark H
Series 63, Series 65
Prosper, TX
RPR Financial
Mark Harris is a financial advisor at RPR Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including IHT Wealth Management LLC, Personal Financial Group, LPL Financial, and RBC Capital Markets. Outside of his advisory role, he manages a small real estate rental business. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates accounting services through an affiliated CPA practice.
Mitch C
Series 66
Overland Park, KS
RPR Financial
Mitch Carlson is a financial advisor at RPR Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates services from its affiliated CPA practice, offering a range of discretionary and non-discretionary fiduciary solutions.
Bryan L
Series 65
Overland Park, KS
RPR Financial
Bryan Lerette is a financial advisor at RPR Financial in Overland Park, KS, holding a Series 65 designation and having one year of industry experience. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach that integrates quantitative analysis, diversified asset classes, and model portfolios across various risk profiles.
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