Robert O'blennis
Robert O'blennis is a registered investment advisor at The Retirement Planning Group, LLC, based in Leawood, KS, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,901 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Retirement Planning Group's annual investment management fee is based on a percentage of your portfolio's value, ranging from 0.25% to 2.00% per year, charged quarterly in advance. The specific fee is stated in your Investment Management Agreement. In some cases, fees may be negotiable.
Location
11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS, 66211
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert has a part-time law practice, Law Office of Robert R. O'Blennis, LLC, where he provides estate and business planning services, dedicating minimal time. He is also a partner in Griswold LLC, a real estate investment, and a commissioner for Town and Country Parks and Trails Commission, dedicating minimal time to each.
Employment History
Current Registrations
The Retirement Planning Group, LLC
Previous Registrations
Blooom, INC.
State Registrations3 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.