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The Retirement Guys Formula (Maumee)


The Retirement Guys Formula is an adviser based in Maumee. It manages $53.36 million of regulatory assets for 1,284 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Ohio.

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The Retirement Guys Formula provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Retirement Guys Formula: assets under management

The assets under management (AUM) of The Retirement Guys Formula is $53.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Retirement Guys Formula for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Maumee

The principal office where The Retirement Guys Formula performs its advisory services is located at 1700 Woodlands Drive, Maumee, OH 43537, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-842-0550 or by fax 419-794-0539. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at retirementguysnetwork.com/.


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