{
  "crd_number": 171143,
  "slug": "b-o-s-s-retirement-advisors-llc-lehi-ut-171143",
  "primary_business_name": "B.O.S.S. RETIREMENT ADVISORS, LLC",
  "legal_name": "B.O.S.S. RETIREMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Lehi",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-22",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 1382665452.0,
  "raum_discretionary": 1382665452.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 87,
  "advisory_employees": 49,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1139370544.0,
      "count": 4827
    },
    "pension_profit_sharing": {
      "raum": 15412702.0,
      "count": 47
    },
    "high_net_worth_individuals": {
      "raum": 217387651.0,
      "count": 129
    },
    "corporations_other_businesses": {
      "raum": 10494555.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "ID",
    "IL",
    "MO",
    "NE",
    "NH",
    "NV",
    "OK",
    "OR",
    "SC",
    "TN",
    "TX",
    "UT",
    "VT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://blueprintbossretirement.yourdrawdown.com",
    "https://bossretirement.com",
    "https://bossretirementquiz.com",
    "https://bossretirementsolutionspodcast.blubrry.net",
    "https://facebook.com/BOSSRetirement",
    "https://facebook.com/profile.php?id=61572179530562",
    "https://getmorewithboss.com",
    "https://linkedin.com/company/b-o-s-s-retirement-solutions",
    "https://linkedin.com/in/ryan-thacker-6719a44",
    "https://linkedin.com/in/tyson-thacker-345850",
    "https://twitter.com/bossretirement",
    "https://vimeo.com/user109886858",
    "https://youtube.com/@bossfinancialservices"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171143",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "LEHI",
  "url": "https://advisorcensus.com/firm/b-o-s-s-retirement-advisors-llc-lehi-ut-171143",
  "display_name": "B.o.s.s. Retirement Advisors, LLC",
  "summary": "B.o.s.s. Retirement Advisors, LLC is an SEC-registered investment advisory firm in Lehi, UT, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. B.o.s.s. Retirement Advisors, LLC (CRD 171143): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is B.o.s.s. Retirement Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), B.o.s.s. Retirement Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is B.o.s.s. Retirement Advisors, LLC located?",
      "a": "B.o.s.s. Retirement Advisors, LLC's principal office is in Lehi, UT, according to its Form ADV; the September 2026 filing also lists 11 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is B.o.s.s. Retirement Advisors, LLC registered with the SEC or a state?",
      "a": "B.o.s.s. Retirement Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 171143."
    },
    {
      "q": "How much does B.o.s.s. Retirement Advisors, LLC manage?",
      "a": "B.o.s.s. Retirement Advisors, LLC reports $1,382,665,452 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have B.o.s.s. Retirement Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for B.o.s.s. Retirement Advisors, LLC: Regulatory assets under management: $276,726,934 in the October 2021 data and $1,382,665,452 in the October 2026 data, up 400%. Total employees: 30 in October 2021 and 87 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does B.o.s.s. Retirement Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,827); high net worth individuals (129); pension and profit sharing plans (but not the plan participants or government pension plans) (47)."
    },
    {
      "q": "Which custodians does B.o.s.s. Retirement Advisors, LLC use?",
      "a": "B.o.s.s. Retirement Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does B.o.s.s. Retirement Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171143"
    },
    {
      "q": "What changed in B.o.s.s. Retirement Advisors, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 276726934.0,
      "total_employees": 30,
      "filing_date": "2021-07-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 433931350.0,
      "total_employees": 42,
      "filing_date": "2022-06-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 588000000.0,
      "total_employees": 50,
      "filing_date": "2023-02-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 763971695.0,
      "total_employees": 61,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1060864881.0,
      "total_employees": 65,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1382665452.0,
      "total_employees": 87,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added an office in Gilbert, AZ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 41 to 49.",
        "Regulatory assets under management went from $1,060,864,881 to $1,382,665,452 (+30%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in St. George, UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/b-o-s-s-retirement-advisors-llc-lehi-ut-171143.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4827,
      "fewer_than_5": false,
      "raum": 1139370544.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 129,
      "fewer_than_5": false,
      "raum": 217387651.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 47,
      "fewer_than_5": false,
      "raum": 15412702.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 10494555.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171143",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}