Chris Pape, CFP®, CEPA
Fee-only, fiduciary, charging on an hourly basis.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Fee-only, fiduciary, charging on an hourly basis.
Areas of Focus
- Estate Planning
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Chris Pape, CFP®, CEPA
I created Pape Financial to share my experience and education with my peers. I designed my model to address two complaints they frequently express; AUM fees that balloon over time and eat into performance, and the lack of transparency in the way fees are calculated. Pape Financial is dedicated to helping successful early and mid-career professionals and business owners navigate the journey to high net worth and ultra-high net worth status.I spent the first twenty years of my career as the owner/operator of a successful trucking company. Following the sale of this business, I worked as a financial advisor at a large broker-dealer. Most recently, I advised on closely held businesses and private equity funds held in trusts at one of the Nation's largest banks. Along the way, I attained my Accredited Portfolio Management Advisor designation and completed the American Bankers Association Certificate in Trust Administration. Recently, I became a Certified Exit Planning Advisor to help business owners maximize the value of their companies. I am a member of XYPN, the National Association of Personal Financial Advisors, and I am featured on the Fee-Only Network and Wealthtender as a Fiduciary Fee-Only Financial Advisor utilizing an hourly fee model. Recently, I have contributed to articles in US News and World Reports and Financial Planning.
I have been married to my wife Melissa for 19 years, and we have two teenage daughters. Being a husband and a father is the most important and rewarding job in my life. These three amazing women have broadened my worldview in so many ways. My twenty-year-old self would have scoffed at the idea of attending the orchestra or theatre, but thanks to their influence these are some of my favorite activities.
I am an avid cyclist that enjoys road, gravel and mountain biking (or combining all three…shoutout Rule of Three!) This is one of the many reasons we settled in Bentonville, AR, the mecca of all things cycling. I love meeting new friends on group rides, and some of my best thoughts come to fruition while riding solo. Being in the woods or on the side of a mountain is where I feel at peace, and I enjoy any outdoor activities I can do there (especially if it requires a helmet)!
Melissa and I volunteer with our children to support various causes including the fine arts, food insecurity, and education. Recently, I have had the privilege to present sessions on personal finance and investing to high school students in the Bentonville School District.
I have served on the Board of Directors at a camp for individuals with special needs, for an organization dedicated to ending generational poverty, and for a non-profit that raises funds for the construction and maintenance of mountain bike trails.
Professional Designations
- Accredited Portfolio Management Advisor (APMA)
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Bentonville, Arkansas 72712
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Offers Advice-Only Services
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation at no cost and learn more about our process. We'll get to know each other and determine if we are a good fit to work together. I look forward to speaking with you.Offers Investment Management
Yes
About Pape Financial
Pape Financial is a Fee-Only Fiduciary Advisor utilizing and hourly fee model.Investment Advice Without AUM Fees
I will review and analyze your current portfolio including your employer sponsored plan and make sure your investments are aligned with your goals, risk tolerance and risk capacity. I will make recommendations you can easily implement. This is great for DIY investors but I also offer discretionary investment management.
Comprehensive Financial Planning
A deeper dive into your financial situation and goals. We'll ensure that your investment plan, educational savings, risk management, business strategy and estate plan are all aligned to meet your goals. This can be a one time engagement or ongoing assistance with monitoring and implementation.
Virtual Family Office
Billionaires aren't the only ones that benefit from an experienced team providing a unified strategy for all aspects of their financial life. I have built a network of professional services providers dedicated to providing integrated tax, estate, business and financial planning. You get the benefit of a family office on an as needed basis.
--
Achieving the retirement of your dreams is important, but so is the journey to get there. While saving will be a top priority, we’ll also consider the life you want to lead along the way. We will use facts and data to make decisions, but dreams and desires will be part of the equation as well.
Education
Creighton University, BSBA, Finance
Hobbies and Interests
- Cycling
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- DIY Investors
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Physicians
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Highly Recommend
Trust & Integrity
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
