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B.O.S.S. RETIREMENT ADVISORS, LLC
CRD 171143 · SEC 801-117974
2500 EXECUTIVE PARKWAY, SUITE 500, LEHI, UT, 84048, United States
Phone
801-990-5055
Fax
866-244-8618
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$1.38B
Team
87 total employees; 49 advisory reps
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
Yes
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4827 | $1.14B |
| High net worth individuals | 129 | $217.4M |
| Pension/profit sharing plans | 47 | $15.4M |
| Corporations/business entities | 10 | $10.5M |
States served
VT, AZ, CA, ID, IL, NE, NV, OK, OR, SC, UT, WI, WY, MO, WA, TX, NH, HI, FL
All web addresses on file
- https://twitter.com/bossretirement
- https://www.linkedin.com/company/b-o-s-s-retirement-solutions/
- https://vimeo.com/user109886858
- https://www.facebook.com/BOSSRetirement/
- https://blueprintbossretirement.yourdrawdown.com/
- https://www.linkedin.com/in/tyson-thacker-345850/
- https://www.youtube.com/@bossfinancialservices
- https://www.bossretirementquiz.com
- https://www.getmorewithboss.com/
- HTTPS://WWW.BOSSRETIREMENT.COM
- https://bossretirementsolutionspodcast.blubrry.net
- https://www.facebook.com/profile.php?id=61572179530562
- https://www.linkedin.com/in/ryan-thacker-6719a44/
Official SEC filing: View on IAPD