THE RETIREMENT GUYS FORMULA

Legal name: THE RETIREMENT GUYS FORMULA LLC

CRD 168561File 801-119086

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Feb 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$276.9M

Below cohort median (national)

Discretionary AUM

$276.9M

Clients

1,155

1,861 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 20, 2020
Principal office: 1700 WOODLANDS DRIVE, MAUMEE, OH, 43537
Phone: 419-842-0550
Website: https://www.linkedin.com/company/america-s-retirement-headquarters/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $276.9M
Discretionary AUM: $276.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,861
Non-discretionary accounts: 0
Total accounts: 1,861
AUM per client: $240K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$507K
Charitable organizations	1	$328K
High net worth individuals	30	$52.3M
Individuals (other than high net worth individuals)	1,122	$223.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D1
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.