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Mark Douglas Clair

THE RETIREMENT GUYS FORMULA·MAUMEE, Ohio
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1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 1986609Firm CRD# 168561
01

About

Mark Douglas Clair is a registered financial advisor based in MAUMEE, Ohio, affiliated with THE RETIREMENT GUYS FORMULA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE RETIREMENT GUYS FORMULA LLC
THE RETIREMENT GUYS FORMULA
AUM
$250M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at THE RETIREMENT GUYS FORMULA LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS
Regulatory
SEC/IARD CRD# 1986609
Firm CRD# 168561
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Douglas Clair offer?
Mark Douglas Clair specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Mark Douglas Clair's credentials?
Mark Douglas Clair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Douglas Clair located?
Mark Douglas Clair is based in MAUMEE, Ohio, working with THE RETIREMENT GUYS FORMULA. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Mark Douglas Clair charge for services?
Mark Douglas Clair's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in the fee paid to third party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RETIREMENT GUYS FORMULA?
THE RETIREMENT GUYS FORMULA has approximately 13 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MAUMEE
Timothy Wynkoop — CAMELOT PORTFOLIOS, LLCRodney Clayton Zeeb — GENUS CAPITAL MANAGEMENT LLCThomas Cushing Rogerson — GENUS CAPITAL MANAGEMENT LLCNolan Richard Baker — THE RETIREMENT GUYS FORMULA LLCSarah Jane Berndt — MUNN WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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