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).
Total Assets Under Management53MILLION
Total Number of Accounts1,284ACCOUNTS
Average Account Value$41,558
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Nolan Baker (CRD# 2900826) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 18 years of experience in the finance industry.
Mark Clair (CRD# 1986609) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 22 years of experience in the finance industry.