The Retirement Guys Formula

Overview

The Retirement Guys Formula is an SEC registered investment adviser based in Maumee, OH, registered since 2016. It reports $277M in assets under management across 1,861 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$277M

Discretionary

100%

Accounts

1,861

Average account

$149K

Employees

7

Advisory reps

5

Registered since

2016

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Nolan Richard Baker Managing Member, Chief Compliance Officer CRD 2900826

Advisory reps 3 of 5

• Nolan R Baker Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2900826
• Ryan Charles Clair Insurance Agent · Investment Adviser Rep CRD 6308478
• Terry A Eisert Insurance Agent · Registered Rep · Investment Adviser Rep CRD 714010

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1700 Woodlands Dr
Maumee, OH 43537

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: americasretirementheadquarters.com

Every state, with registration dates

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