The Retirement Guys Formula
46yrs
Top advisor by experience at The Retirement Guys Formula
18yrs
Based in Maumee, Ohio, Thomas Fields is a fiduciary financial advisor with 18 years of industry experience. Thomas joined Eagle Strategies in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Thomas holds the CFP® designation.
One of 195 advisors with offices in Maumee, and one of 153 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 58% of advisors at Eagle Strategies
Office1683 Woodlands Drive, Maumee, OH 43537
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowEagle Strategies LLCCurrent firm
Contact Thomas
(888) 695-3245Firm headquarters in New York, NY. Ask for Thomas. 1683 Woodlands DriveMaumee, OH 43537Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Thomas
How do I contact Thomas?
Call Eagle Strategies at (888) 695-3245 and ask for Thomas Fields. Thomas works from the Maumee, OH office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2009, about 18 years. More experience than 58% of advisors at Eagle Strategies.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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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