Pape Financial, LLC is a registered investment advisor located in Bentonville, Arkansas, founded in April 2024 and led by principal owner and Chief Compliance Officer Chris Pape. Pape Financial operates as a fee-only firm, meaning compensation comes solely from clients, with no commissions or third-party kickbacks. The firm provides comprehensive financial planning—covering areas such as business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered via initial plans, ongoing arrangements, and project-based engagements. Additionally, Pape Financial provides continuous investment management services based on individual client needs, utilizing Modern Portfolio Theory and passive investment strategies involving index mutual funds and exchange-traded funds. The firm has no minimum account size requirement to open or maintain an account.
Fee Structure
Pape Financial charges an hourly rate of $250 for investment management services, billed quarterly in arrears. Fees are negotiable and finalized in the advisory contract.