Overview
Assets Under Management: $277 million
Headquarters: MAUMEE, OH
High-Net-Worth Clients: 30
Average Client Assets: $1.7 million
Frequently Asked Questions
THE RETIREMENT GUYS FORMULA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168561), THE RETIREMENT GUYS FORMULA is subject to fiduciary duty under federal law.
THE RETIREMENT GUYS FORMULA is headquartered in MAUMEE, OH.
THE RETIREMENT GUYS FORMULA serves 30 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, THE RETIREMENT GUYS FORMULA offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE RETIREMENT GUYS FORMULA manages $277 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, THE RETIREMENT GUYS FORMULA serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.89%
Average Client Assets: $1.7 million
Total Client Accounts: 1,861
Discretionary Accounts: 1,861
Regulatory Filings
CRD Number: 168561
Filing ID: 2053835
Last Filing Date: 2026-02-13 11:35:37