Robert
O'Blennis
The Retirement Planning Group, Inc.
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About this Advisor
OBlennis is a fee-only advisor who specializes in working with high-net-worth individuals, families and retirees.
Rob OBlennis has spent more than 15 years in the financial services industry. In his first career as a lawyer (he asks that you please dont hold that against him), he counseled clients regarding estate planning and tax issues. He is now the CCO and senior vice president of wealth management at The Retirement Planning Group, Inc., located in St. Louis. OBlennis holds the chartered retirement planning consultant designation (CRPC), as well as Series 63 and Series 65 licenses. He's a graduate of the University of Kansas and the Washington University School of Law. O'Blennis offers retirement planning, tax planning and wealth management to his clients who he communicates with on a monthly basis via text, email, phone calls and face-to-face meetings. His firm serves clients nationwide, but its offices are located in St. Louis, Springfield, Missouri and Overland Park, Kansas. O'Blennis specializes in working with high-net-worth individuals, families and retirees. He does not require his clients to have a certain amount of investable assets. A fee-only advisor, O'Blennis charges his clients a 1% asset-based fee that declines based on the amount of money he manages for that client. O'Blennis says his firm builds globally diversified portfolios that keep clients from becoming overly concentrated in any one area, thus helping them to avoid unnecessary risk. His firm also manages risk in clients' portfolios by daily monitoring through technology that notifies the firm when an opportunity arises to buy more or sell a position. This enables the firm to act proactively rather than reactively. O'Blennis says that the most common mistakes he sees investors make are failing to accurately calculate the amount of income they will need in retirement, underestimating the hidden fees they pay and not fully understanding the unseen risks in their current portfolios. In his spare time youll find O'Blennis running around with his two boys usually going fishing or going out for Mickey Mouse pancakes.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
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Advisor Certifications and Licenses
Series 65
Series 63
CRPC®
J.D.
The Retirement Planning Group, Inc. Brokerage Details
$648,523,641
2,214
$292,919
Investment Advisory Services
- Retirement Planning
- Tax Planning
- Wealth Management
Robert O'Blennis Work History
The Retirement Planning Group
Edward Jones
Thompson Coburn
Disclosures
Please visit the SEC profile of Robert O'Blennis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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