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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-2015
- Office Locations
- 3
Office Locations
About THE Retirement Guys Formula
The Retirement Guys Formula is an Ohio-based RIA focused on retirees and those approaching retirement, offering fiduciary, fee-based portfolio management and financial planning. Services include retirement income distribution and reallocation, tax strategy, investment planning, and portfolio risk analysis. The firm uses model strategies built with mutual funds and ETFs, including diversified allocations and rules-based all-stock portfolios with balance-sheet and profitability screens, and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NOLAN RICHARD BAKER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2900826
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARK DOUGLAS CLAIR
--
- CRD
- #1986609
RYAN Charles CLAIR
--
- CRD
- #6308478
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,913,975 | $148,798 |
| Non-Discretionary | $0 | -- |
| Total | $276,913,975 | $148,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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