Osaic Wealth
47yrs
Top advisor by experience in Sylvania
32yrs
Mark Clair is a fiduciary financial advisor in Sylvania, Ohio, with 32 years in the industry. After 12 years at Next Financial Group, Mark joined The Retirement Guys Formula in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. The Retirement Guys Formula reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 87 advisors with offices in Sylvania, and one of 63 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 12% by experience in Ohio
Office5630 Main Street, Sylvania, OH 43560
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$239,652
Advisors at the firm6
States licensed ?1 state
Services through The Retirement Guys Formula
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowThe Retirement Guys FormulaCurrent firm
- 2017 – now
- Apr 2016 – Aug 2017The Retirement Guys FormulaPreviously
- 2003 – 2015Next Financial Group, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call The Retirement Guys Formula at (419) 842-0550 and ask for Mark Clair. Mark works from the Sylvania, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1995, about 32 years. Top 12% by experience in Ohio.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
The Retirement Guys Formula reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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