Mary Rapert is a registered investment advisor at Edward Jones, based in Pocahontas, AR, with 32 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
102 North Bettis, Pocahontas, AR, 72455
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
June 2009Other Business Activities
Mary co-owns a cattle farm since 1970, is an advisory board member at Black River Technical College since 2008, owns rental properties since 2011 and 2019, and owns a retail business since 2019. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.