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Chaz Robert Price

THE Retirement Guys Formula

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About Chaz Robert Price

Chaz Robert Price is a financial advisor at The Retirement Guys Formula. Chaz has been in the financial services industry since 2005. He is a Certified Financial Planner. Chaz is registered with the state of Ohio and Michigan to provide investment advisory services. Chaz is also a licensed insurance agent. Chaz has worked with Raymond James Financial Services and PNC Investments in the past. Chaz can assist clients with financial planning, retirement planning, and investment management.

Firm Information

Chaz Price is currently registered with THE Retirement Guys Formula. THE Retirement Guys Formula is a financial advisory firm located in Maumee, Ohio. With over $300 million in regulatory assets under management, they provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm also offers selection of other advisers. They have a team of 10 licensed agents, 10 investment advisor representatives, and 4 registered representatives.
THE Retirement Guys Formula

1700 WOODLANDS DRIVE

MAUMEE, OH 43537

$300.60M

Assets Under Management

14

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Share in the fee paid to third party advisers

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Chaz Price’s Registration & Firm History

OH

02/25/2020 - Present

THE Retirement Guys Formula (MAUMEE OH)

OH

03/19/2020 - 08/23/2022

PEAK BROKERAGE SERVICES, LLC (Maumee OH)

OH

04/29/2013 - 01/22/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (TOLEDO OH)

OH

11/13/2009 - 04/30/2013

PNC INVESTMENTS (TOLEDO OH)

OH

01/01/2005 - 11/13/2009

NATCITY INVESTMENTS, INC. (TOLEDO OH)

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Licenses & Designations

IA

Issued 03/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/28/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chaz Robert Price.
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