RPR Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
RPR Financial Advisors reports 259 clients. They include 221 individual clients and 38 high-net-worth individuals. Of its assets, 100.0% ($162M across 635 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 26% |
| High-net-worth individuals | 15% | 74% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 221 | $41.6M | 25.7% | $188K |
| High-net-worth individuals | 38 | $120M | 74.3% | $3.17M |
| Total | 259 | $162M | 100% | $626K |
- Clients
- 221
- Regulatory AUM
- $41.6M
- AUM share
- 25.7%
- Avg. per client
- $188K
- Clients
- 38
- Regulatory AUM
- $120M
- AUM share
- 74.3%
- Avg. per client
- $3.17M
Total
- Clients
- 259
- Regulatory AUM
- $162M
- AUM share
- 100%
- Avg. per client
- $626K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
RPR Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan consulting
- ERISA plan consulting is an agreed percentage of plan assets or an agreed flat annual fee, set in the ERISA plan agreement.
- Financial planning
- Financial planning is a negotiated hourly fee of $250 to $500 an hour, with a 50% deposit and an anticipated and maximum project length in hours.
Mitch Carlson owns 75% or more of RPR Financial Advisors. The leadership team of RPR Financial Advisors includes Chief Compliance Officer Gery Sadzewicz. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of RPR Financial Advisors LLC
Mitch Carlson
Control person · since June 2025
RPR Financial Advisors’ regulatory assets grew from $118M (March 2024) to $162M (February 2026); clients rose from 212 to 259 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $162M | 259 | 4 | 3 |
| Jul 2025July 2025 | $129M | 236 | 3 | 2 |
| Mar 2024March 2024 | $118M | 212 | 3 | 1 |
Besides its headquarters, RPR Financial Advisors has 2 offices, with 3 listed addresses across 2 states.
Kansas · 2 listed addresses
- 8575 W. 110th St., Suite 314, Overland ParkHQ
- 5807 Beverly Ave, Mission
Texas · 1 listed address
- 4471 Liberty DR., Prosper
Other business names
RPR Financial Advisors has reported 1 other business name to the SEC.
- RPR Cpas & Advisors
Contact and registration details
- Legal name
- RPR Financial Advisors LLC
- Headquarters
- 8575 W. 110th St., Suite 314, Overland Park, KS 66210
- Website
- rprfinancial.com
- Phone
- 913-274-1452
- @rpr-financial
- SEC file
- 801-129861
- Structure
- Kansas LLC
- Fiscal year end
- December
RPR Financial Advisors’ named custodian for separately managed accounts is Charles Schwab ($151M). RPR Financial Advisors has custody of $133M for 286 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $151M100%
At year end, RPR Financial Advisors’ separately managed accounts were largely in funds (47%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds47%
- Bonds16%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does RPR Financial Advisors have?
RPR Financial Advisors has 259 clients and manages $162 million for them, as of February 2026. They include 221 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does RPR Financial Advisors offer?
RPR Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does RPR Financial Advisors use?
RPR Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $151M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does RPR Financial Advisors have?
RPR Financial Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RPR Financial Advisors invest in?
At the end of its last fiscal year, RPR Financial Advisors’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 16% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RPR Financial Advisors?
RPR Financial Advisors’ direct owner is Mitch Carlson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does RPR Financial Advisors get paid?
RPR Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RPR Financial Advisors?
RPR Financial Advisors’ main office is at 8575 W. 110th St., Suite 314, Overland Park, KS 66210. Its phone number is 913-274-1452. Its website is rprfinancial.com.