The Retirement Guys Formula

The Retirement Guys Formula (CRD# 168561) is a financial advisory firm headquartered in Maumee, OH. They manage $53,360,000 in 1,284 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    1,284
    ACCOUNTS
  • Average Account Value
    $41,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at The Retirement Guys Formula
Showing 1 - 2 of 2 top financial advisors.
1
Nolan R. Baker
CRD#: 2900826
1700 Woodlands Drive, Suite 100, Maumee, OH 43537
83
Wealthminder
score

Nolan Baker (CRD# 2900826) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 17 years of experience in the finance industry.

2
Mark D. Clair
CRD#: 1986609
1700 Woodlands Drive, Suite 100, Maumee, OH 43537
63
Wealthminder
score

Mark Clair (CRD# 1986609) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 21 years of experience in the finance industry.

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