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THE RETIREMENT GUYS FORMULA

MAUMEE, OH · CRD 168561 · IAPD ↗ · 419-842-0550

$276.9MRegulatory AUM
7Advisory reps
7Employees
17Clients
51-100Planning clients
0Private funds
11States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — THE RETIREMENT GUYS FORMULA notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — THE RETIREMENT GUYS FORMULA shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
December 2025 — THE RETIREMENT GUYS FORMULA notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — THE RETIREMENT GUYS FORMULA added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — THE RETIREMENT GUYS FORMULA reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.