# B.o.s.s. Retirement Advisors, LLC

> 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.

- CRD: 171143
- Filed as: B.O.S.S. RETIREMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171143
- AdvisorCensus page: https://advisorcensus.com/firm/b-o-s-s-retirement-advisors-llc-lehi-ut-171143

## Quick answers

**How is B.o.s.s. Retirement Advisors, LLC compensated?**
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.

**Where is B.o.s.s. Retirement Advisors, LLC located?**
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).

**Is B.o.s.s. Retirement Advisors, LLC registered with the SEC or a state?**
B.o.s.s. Retirement Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 171143.

**How much does B.o.s.s. Retirement Advisors, LLC manage?**
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).

**How have B.o.s.s. Retirement Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does B.o.s.s. Retirement Advisors, LLC serve?**
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).

**Which custodians does B.o.s.s. Retirement Advisors, LLC use?**
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.

**Does B.o.s.s. Retirement Advisors, LLC report any disciplinary disclosures?**
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

**What changed in B.o.s.s. Retirement Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,382,665,452
- Discretionary: $1,382,665,452
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,827 | $1,139,370,544 |
| High net worth individuals | 129 | $217,387,651 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 47 | $15,412,702 |
| Corporations or other businesses not listed above | 10 | $10,494,555 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 87 total, 49 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, ID, IL, MO, NE, NH, NV, OK, OR, SC, TN, TX, UT, VT, WA, WI, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171143

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Bountiful, UT
- Gilbert, AZ
- Kirkland, WA
- Lynnwood, WA
- Meridian, ID
- Ogden, UT
- Provo, UT
- Salt Lake City, UT
- South Jordan, UT
- St. George, UT
- West Valley City, UT

### Websites listed on Form ADV (Item 1.I)
- [blueprintbossretirement.yourdrawdown.com](https://blueprintbossretirement.yourdrawdown.com)
- [bossretirement.com](https://bossretirement.com)
- [bossretirementquiz.com](https://bossretirementquiz.com)
- [bossretirementsolutionspodcast.blubrry.net](https://bossretirementsolutionspodcast.blubrry.net)
- [getmorewithboss.com](https://getmorewithboss.com)
- [vimeo.com/user109886858](https://vimeo.com/user109886858)
- Facebook @BOSSRetirement
- Facebook facebook.com
- LinkedIn @b-o-s-s-retirement-solutions
- LinkedIn @ryan-thacker-6719a44
- LinkedIn @tyson-thacker-345850
- X @bossretirement
- YouTube @bossfinancialservices

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $276,726,934 | 30 | July 21, 2021 |
| October 2022 | $433,931,350 | 42 | June 27, 2022 |
| October 2023 | $588,000,000 | 50 | February 1, 2023 |
| October 2024 | $763,971,695 | 61 | August 8, 2024 |
| October 2025 | $1,060,864,881 | 65 | July 3, 2025 |
| October 2026 | $1,382,665,452 | 87 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### August 2026
- Registered or notice-filed in TN.

### May 2026
- Added an office in Gilbert, AZ.

### March 2026
- 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%).

### November 2025
- Added an office in St. George, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B.o.s.s. Retirement Advisors, LLC (CRD 171143): Form ADV filing data as of October 2026.