The Retirement Guys Formula

DBA: The Retirement Guys Formula Llc

1700 WOODLANDS DRIVE, Maumee, Ohio 43537

SEC CRD#168561
Last ADV filed: 02/13/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

Compensation methods:
Percentage of AUMHourly feesFixed fees

Disciplinary Disclosures

This firm has 3 disclosures on record with the SEC.

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

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