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RIA / WealthAdvisorCertified Financial Planner21 years in industry

CHAZ ROBERT PRICE

Advisor at THE RETIREMENT GUYS FORMULA

MAUMEE, OH

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Search this name across graphsid dfx:ria:a3b131e5-690f-cf0a-e43f-d6f9c16d1aa6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2009 to Sep 14, 2026

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

Current firm: THE RETIREMENT GUYS FORMULA
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 18, 2005
First registration: Nov 18, 2009
Dual registered: no
Other names: Chaz R Price|CHAZ R. PRICE|CHAZ ROBERT PRICE
IAPD individual key: 4890676

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE RETIREMENT GUYS FORMULA	Independent wealth	Feb 24, 2020	n/a	yes	MAUMEE, OH	Current employment
TFO WEALTH PARTNERS	Independent wealth	Feb 4, 2019	Jan 20, 2020	no	MAUMEE, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 1, 2013	Jan 22, 2019	no	TOLEDO, OH\|TOLEDO, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 18, 2009	Apr 30, 2013	no	NAPOLEON, OH\|WHITEHOUSE, OH\|PERRYSBURG, OH\|MAUMEE, OH\|BOWLING GREEN, OH\|TOLEDO, OH\|OREGON, OH\|TOLEDO, OH\|TOLEDO, OH\|TOLEDO, OH\|TOLEDO, OH\|TOLEDO, OH\|TOLEDO, OH\|SYLVANIA, OH\|TOLEDO, OH\|TOLEDO, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TFO WEALTH PARTNERS	THE RETIREMENT GUYS FORMULA	Jan 20, 2020	Feb 24, 2020	35	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	TFO WEALTH PARTNERS	Jan 22, 2019	Feb 4, 2019	13	Firm change	Ibd to RIA
PNC WEALTH MANAGEMENT	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 30, 2013	May 1, 2013	1	Firm change	Other

Relationships

Registered with (4)

→ THE RETIREMENT GUYS FORMULARegistered adviserregistration: current employment
Feb 24, 2020 to presentfactForm ADV
→ TFO WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 4, 2019 to Jan 20, 2020factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
May 1, 2013 to Jan 22, 2019factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 18, 2009 to Apr 30, 2013factForm ADV

Dated events

No dated event names this entity yet.