Ryan
Clair
The Retirement Guys Formula
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About this Advisor
Ryan Clair is a financial advisor working out of Sylvania, Ohio, with a total of 6 years of industry experience. Clair currently works for The Retirement Guys Formula. Over the course of their career, Clair has held roles at Kent State University, Litehouse Pools And Spa, Sbc Advertising, The Retirement Guys, LLC, The Retirement Guys Formula and Blackridge Asset Management LLC. Clair holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Ohio. The Retirement Guys Formula is a business operating out of Maumee, OH. The company has offices in five locations and a total of 12 people on staff. It controls $201 million in assets under management across its 1,740 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,740 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which service is provided. Fees charged by The Retirement Guys Formula most likely are comprised of some combination 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
Ryan Clair Work History
Ryan has been registered as a financial advisor for 6 years.*
Blackridge Asset Management LLC
The Retirement Guys Formula
The Retirement Guys, LLC
Sbc Advertising
Litehouse Pools And Spa
Kent State University
*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 Ryan Clair 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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