The Retirement Guys Formula
46yrs
Top advisor by experience at The Retirement Guys Formula
9yrs
Benjamin Taylor has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Maumee, Ohio. Benjamin has been with Osaic Wealth since 2024; before that, Benjamin spent five years at SPC. Benjamin holds the CFP® designation.
One of 195 advisors with offices in Maumee, and one of 153 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1645 Indian Wood Circle Suite 102, Maumee, OH 43537
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2024SPCPreviously
Contact Benjamin
Local office(419) 699-6017Ask for Benjamin. (800) 821-5100Main office · Scottsdale, AZ 1645 Indian Wood Circle Suite 102Maumee, OH 43537Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call Benjamin’s local office at (419) 699-6017 or the Osaic Wealth main office at (800) 821-5100, and ask for Benjamin Taylor.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin 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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