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Ryan Charles Clair

THE Retirement Guys Formula

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About Ryan Charles Clair

Ryan Clair is an investment advisor representative registered with The Retirement Guys Formula. Ryan Clair's firm is located in Maumee, Ohio. Ryan Clair has been in the industry since February 2014. They are licensed to provide financial planning and portfolio management services for both businesses and individuals. Ryan Clair also has specializations in Retirement Planning, Insurance and Estate Planning. Ryan Clair is also registered to provide financial planning services to high net worth individuals.

Firm Information

Ryan Clair 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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Ryan Clair’s Registration & Firm History

OH

04/21/2017 - Present

THE Retirement Guys Formula (Sylvania OH)

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Licenses & Designations

IA

Issued 04/21/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Charles Clair.
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