THE RETIREMENT GUYS FORMULA

1700 Woodlands Drive
Maumee, Ohio 43537
Tel: 419-842-0550

About THE RETIREMENT GUYS FORMULA

THE RETIREMENT GUYS FORMULA, formally registered with the SEC as THE RETIREMENT GUYS FORMULA. The firm was established in 07/20/2020. They have over 7 offices throughout the country.

THE RETIREMENT GUYS FORMULA is a Maumee, Ohio based Financial Planning firm with nearly $300,603,838 assets under management, offering retirement planning & investment advisory services to 1991 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168561
SEC#	801-119086
Assets Managed by Firm	$300,603,838
No. of Clients	1991
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1991	$300,603,838
Individuals (other than high net worth individuals)	1161	$235,239,634
High net worth individuals	40	$65,364,204

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