The Retirement Guys Formula

Financial planning in Maumee, OH

SEC registeredNo commissions reported

Call (419) 842-0550 Send a message Map ↗

Public-record details

Address: 1700 Woodlands Drive, Maumee, OH 43537
Phone: (419) 842-0550
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: The Retirement Guys Formula LLC
CRD number: 168561
Registration: SEC registered since 2020-07-20
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees; Other (Share in the Fee Paid to Third Party Advisers)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $276.9 million
Accounts managed: 1,861
Clients reported (Form ADV 5.D): 1,155
Individual / high-net-worth clients: 1,122 / 30
Employees: 7
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-09-08

SEC registered investment adviser, CRD 168561, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 168561 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Maumee

Atlantis Wealth Advisors LLC1700 Woodlands Dr., Suite 100 · Maumee, OH 43537 · (419) 794-0538 · Financial planningCRD 169956 · % of assets, Hourly charges, Fixed fees · $150.2 million AUMSEC registeredNo commissions reported Beacon Associates Wealth Management, LLC1755 Indianwood Circle,, Suite 200 · Maumee, OH 43537 · (419) 482-0280 · % of assets managedCRD 318651 · % of assets · $101.1 million AUMSEC registeredNo commissions reported Camelot Portfolios, LLC1700 Woodlands Dr, Suite 100 · Maumee, OH 43537 · (419) 794-0538 · Financial planningCRD 145918 · % of assets, Hourly charges, Performance-based fees · $272.2 million AUMSEC registeredNo commissions reported Glass City Capital Management, LLC1715 Indian Wood Circle, Suite 200 · Maumee, OH 43537 · (419) 787-3222 · % of assets managedCRD 297327 · % of assets · $5.9 million AUMState registeredNo commissions reported Munn Wealth Management, LLC1700 Woodlands Drive, Suite 100 · Maumee, OH 43537 · (419) 794-0536 · Financial planningCRD 174414 · % of assets, Hourly charges, Fixed fees · $242.3 million AUMSEC registeredNo commissions reported Tfo Wealth Partners1440 Arrowhead Drive · Maumee, OH 43537 · (419) 891-9999 · Financial planningCRD 124407 · % of assets, Hourly charges, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reported

All 7 in Maumee →