Blake Clynes is a CFP-designated registered investment advisor at Rbf Wealth Advisors, based in St. Louis, MO, with 3 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,289 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Fee Estimator
Location
680 Craig Road, Suite 201, St. Louis, MO, 63141
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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
Blake works full-time as a Registered Investment Advisor (RIA) at Roma Butler Fullerton Inc. He also works at StudentLoansRX as a Financial Planning Associate, dedicating about a third of his time to providing financial planning services to emerging healthcare professionals.
Employment History
Current Registrations
Rbf Wealth Advisors
Previous Registrations
Private Client Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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