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Robert O'Blennis

Robert
O'Blennis

The Retirement Planning Group, Inc.

CRD#4935281
Investment Advisor
in Chesterfield, MO

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About this Advisor

O’Blennis is a fee-only advisor who specializes in working with high-net-worth individuals, families and retirees.

Rob O’Blennis has spent more than 15 years in the financial services industry. In his first career as a lawyer (he asks that you please don’t 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. O’Blennis 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 you’ll find O’Blennis running around with his two boys – usually going fishing or going out for Mickey Mouse pancakes.

Certifications and Registrations

J.D., CRPC®, Series 65, Series 63

Years of Experience

18

Services Offered

Retirement Planning, Tax Planning, Wealth Management

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

14755 N. Outer 40 Road
Chesterfield, MO

Phone Number

(314) 669-5255

Advisor Certifications and Licenses

J.D.

CRPC®

Series 65

Series 63

The Retirement Planning Group, Inc. Brokerage Details

Total Assets Under Management

$ 648,523,641

Total Number of Accounts

2,214

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Investment Advisory Services

  • Retirement Planning
  • Tax Planning
  • Wealth Management

Robert O'Blennis Work History

Robert has 18 years of experience.

2006 - Present (12 years)

The Retirement Planning Group

2002 - 2005 (3 years)

Edward Jones

2000 - 2002 (2 years)

Thompson Coburn

Disclosures

Robert has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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