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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE RETIREMENT GUYS FORMULA

THE RETIREMENT GUYS FORMULA LLC, CRD 168561

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ee96af6-fbdc-46e4-83a1-d496313dd1bb

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 0
Observed: Aug 9, 2013 to Sep 8, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $277MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $277M
Private client RAUM: $276MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $46.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,861
Individual clients: 1,122
High net worth clients: 30
Custody, client assets: $69.0M
SEC number: 801-119086
CIK: 801119086
CRD: 168561
Filings on the tape: 34
First filed: Aug 9, 2013
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, OH
Website: americasretirementacademy.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NOLAN RICHARD BAKER	n/a	MAUMEE, OH	11	27	1	yes
RYAN Charles CLAIR	n/a	Sylvania, OH	9	12	1	no
MARK DOUGLAS CLAIR	n/a	Sylvania, OH \| JUPITER, FL	9	31	2	yes
CHAZ ROBERT PRICE	Certified Financial Planner	MAUMEE, OH	6	21	3	no
TERREL ALAN EISERT	n/a	Cincinnati, OH \| MAUMEE, OH	5	46	5	yes
ROBERT DAVID ROSS	n/a	MAUMEE, OH	3	16	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAKER, NOLAN, RICHARD	MANAGING MEMBER/CCO	E	yes	08/2013	Aug 9, 2013	Sep 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERICA'S MEDICARE ASSOCIATES	n/a	n/a	n/a	N	yes	n/a
PEAK BROKERAGE SERVICES, LLC	n/a	n/a	n/a	N	no	n/a
THE CU SPECIALIST LTD	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sylvania	Oh	United States	2	yes
Murrysville	Pa	United States	2	no
Pittsburgh	Pa	United States	2	no
Zelienople	Pa	United States	2	no
Cincinnati	Oh	United States	1	yes
Dayton	Oh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$277M	$277M	7	7	3	n/a	n/a
2024	Feb 25, 2025	$301M	$301M	10	10	6	n/a	n/a
2023	Mar 8, 2024	$250M	$250M	13	12	5	n/a	n/a
2022	Mar 29, 2023	$201M	$201M	12	11	5	n/a	n/a
2021	Mar 25, 2022	$188M	$188M	13	13	5	n/a	n/a
2020	Mar 23, 2021	$148M	$148M	11	11	6	n/a	n/a
2015	Mar 24, 2016	$53.4M	$53.4M	2	2	n/a	n/a	n/a
2014	Mar 6, 2015	$105M	$54.6M	6	2	n/a	n/a	n/a
2013	Mar 31, 2014	$96.6M	$25.0M	6	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	50.0%	0	0	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$277M	$301M	-7.9%	$201M	11.3%	7	10	3	6

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RETIRE PITTSBURGH MANAGEMENT LLC	2	Dec 31, 2025	Aug 13, 2021	PITTSBURGH, PA	Team lift out	RIA to state RIA	22.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEXT FINANCIAL GROUP, INC.	2	Sep 2, 2015	Apr 19, 2016	MAUMEE, OH	Team lift out	Other	0.5%

Relationships

Registered with (14)

← ROBERT DAVID ROSSAdvisorregistration: current employment
Aug 1, 2023 to presentfactForm ADV
← TERREL ALAN EISERTAdvisorregistration: current employment
Nov 19, 2020 to presentfactForm ADV
← CHAZ ROBERT PRICEAdvisorregistration: current employment
Feb 24, 2020 to presentfactForm ADV
← MARK DOUGLAS CLAIRAdvisorregistration: previous registration
Apr 19, 2016 to Aug 9, 2017factForm ADV
← RYAN Charles CLAIRAdvisorregistration: current employment
Apr 21, 2017 to presentfactForm ADV
← NOLAN RICHARD BAKERAdvisorregistration: current employment
Mar 17, 2015 to presentfactForm ADV
← KENNETH MICHAEL SULLIVANAdvisorregistration: previous registration
Oct 19, 2017 to Dec 31, 2025factForm ADV
← SHANE WILLIAM GALINOAdvisorregistration: previous registration
Oct 19, 2017 to Dec 31, 2025factForm ADV
← REBEKAH SUZANNE KIGERAdvisorregistration: previous registration
Dec 6, 2019 to Dec 31, 2025factForm ADV
← SCOTT A OSBORNAdvisorregistration: previous registration
Apr 17, 2018 to Nov 14, 2024factForm ADV
← Tyler NowotnyAdvisorregistration: previous registration
Feb 14, 2020 to Oct 12, 2021factForm ADV
← KEVIN ALAN SNOWAdvisorregistration: previous registration
Jan 29, 2019 to Aug 11, 2021factForm ADV
← KEVIN Bradford GEIGERAdvisorregistration: previous registration
Apr 11, 2019 to Mar 19, 2020factForm ADV
← ERIC MICHAEL GLOVERAdvisorregistration: previous registration
May 15, 2017 to Nov 4, 2019factForm ADV

Controls (1)

← BAKER, NOLAN, RICHARDOwnerMANAGING MEMBER/CCO, ownership code E, individual
Aug 9, 2013 to Sep 19, 2024factForm ADV

Moved with (2)

→ RETIRE PITTSBURGH MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Aug 13, 2021factForm ADV
← NEXT FINANCIAL GROUP, INC.Registered adviser2 advisors, team lift out, same day
Sep 2, 2015 to Apr 19, 2016factForm ADV

Dated events

Occurred
Dec 31, 2025
Team lift-out
2 advisors left The Retirement Guys Formula (Pittsburgh, PA) for Retire Pittsburgh Management LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Kenneth Michael Sullivan left The Retirement Guys Formula for Retire Pittsburgh Management Llc (registered 2021-08-13)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Shane William Galino left The Retirement Guys Formula for Retire Pittsburgh Management Llc (registered 2021-08-13)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Rebekah Suzanne Kiger left The Retirement Guys Formula for Retire Pittsburgh Management Llc (registered 2021-08-13)
Form ADVobserved 6 days ago
Occurred
Nov 14, 2024
Advisor changed firm
Scott A Osborn left The Retirement Guys Formula for Patriot Wealth Planners Llc (registered 2023-10-18)
Form ADVobserved 6 days ago
Occurred
Jun 18, 2020
Control person left
Douglas Mark Clair (Managing Member) no longer on Schedule A of The Retirement Guys Formula (listed 2016-05-04, absent 2020-06-18)
Form ADVobserved 6 days ago
Occurred
Aug 9, 2013
First Form ADV filing
The Retirement Guys Formula filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ee96af6-fbdc-46e4-83a1-d496313dd1bb
First observed: Aug 9, 2013
Last observed: Sep 8, 2026 13 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE RETIREMENT GUYS FORMULA

THE RETIREMENT GUYS FORMULA LLC, CRD 168561

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ee96af6-fbdc-46e4-83a1-d496313dd1bb

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NOLAN RICHARD BAKER

n/a

MAUMEE, OH

yes

RYAN Charles CLAIR

n/a

Sylvania, OH

MARK DOUGLAS CLAIR

n/a

Sylvania, OH | JUPITER, FL

yes

CHAZ ROBERT PRICE

Certified Financial Planner

MAUMEE, OH

TERREL ALAN EISERT

n/a

Cincinnati, OH | MAUMEE, OH

yes

ROBERT DAVID ROSS

n/a

MAUMEE, OH

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAKER, NOLAN, RICHARD

MANAGING MEMBER/CCO

yes

08/2013

Aug 9, 2013

Sep 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERICA'S MEDICARE ASSOCIATES

n/a

yes

n/a

PEAK BROKERAGE SERVICES, LLC

n/a

THE CU SPECIALIST LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Sylvania

United States

yes

Murrysville

United States

Pittsburgh

United States

Zelienople

United States

Cincinnati

United States

yes

Dayton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$277M

n/a

2024

Feb 25, 2025

$301M

n/a

2023

Mar 8, 2024

$250M

n/a

2022

Mar 29, 2023

$201M

n/a

2021

Mar 25, 2022

$188M

n/a

2020

Mar 23, 2021

$148M

n/a

2015

Mar 24, 2016

$53.4M

n/a

2014

Mar 6, 2015

$105M

$54.6M

n/a

2013

Mar 31, 2014

$96.6M

$25.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$277M

$301M

-7.9%

$201M

11.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RETIRE PITTSBURGH MANAGEMENT LLC

Dec 31, 2025

Aug 13, 2021

PITTSBURGH, PA

Team lift out

RIA to state RIA

22.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEXT FINANCIAL GROUP, INC.

Sep 2, 2015

Apr 19, 2016

MAUMEE, OH

Team lift out

Other

0.5%