Chaz Price
Chaz Price is a CFP-designated registered investment advisor at The Retirement Guys Formula, based in Maumee, OH, with 21 years of industry experience. Chaz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,155 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Guys Formula's investment management fees generally range from 1.00% to 2.00% per year, but may be negotiable based on factors like account size, investment strategy, and risk profile. Fees cover performance reporting, securities transactions, and custodial services. Clients with smaller accounts should be aware they may find similar services elsewhere for higher or lower costs. Fees are paid quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
1700 Woodlands Drive, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chaz is an insurance agent with CU Specialists and America's Retirement Headquarters, and an Investment Advisor Rep with Retirement Guys Formula since 2020. He also owns Customer Retirement Planners, LLC, a consulting firm for financial advisors, dedicating a few hours per week to this business.
Employment History
Current Registrations
The Retirement Guys Formula
Previous Registrations
Peak Brokerage Services, LLCBroker
Tfo-Tdc, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.