Phillip
Riley
The Retirement Guys Formula
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About this Advisor
Phillip Riley is a financial advisor based in Maumee, Ohio with 2 years of industry experience. Riley works at The Retirement Guys Formula. Over the course of their career, Riley has held roles at Ddd & Dfd, Inc/Archbold Supervalu Foods, Tmfs-Toledo, LLC, Tmfs-Jacksonville, LLC, Massmutual, Mml Investors Services, The Retirement Guys Formula, North Star Financial Advisors and Commonwealth Financial Network. Riley maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Ohio. The Retirement Guys Formula is an advisory business based in Maumee, OH. The firm has offices in five locations and a total of 12 people on staff. It administers $201 million in assets under management between its 1,740 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,740 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on the financial services offered. However, fee types billed by The Retirement Guys Formula likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Guys Formula Brokerage Details
$200,948,938
12
1,740
$115,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Phillip Riley Work History
Phillip has been registered as a financial advisor for 2 years.*
The Retirement Guys Formula
North Star Financial Advisors
Commonwealth Financial Network
Massmutual
Mml Investors Services
Tmfs-Jacksonville,LLC
Tmfs-Toledo, LLC
Ddd & Dfd, Inc/Archbold Supervalu Foods
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillip Riley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Retirement Guys Formula
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Verona, PA
Sylvania, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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