B.O.S.S. Retirement Advisors provides financial planning and selecting other managers. Financial planning was provided to 1,500 clients last fiscal year.
B.O.S.S. Retirement Advisors reports 5,013 clients. They include 4,827 individual clients, 129 high-net-worth individuals, and 47 pension and profit-sharing plans. Of its assets, 100.0% ($1.38B across 11,452 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 82% |
| High-net-worth individuals | 3% | 16% |
| Pension and profit-sharing plans | <1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,827 | $1.14B | 82.4% | $236K |
| High-net-worth individuals | 129 | $217M | 15.7% | $1.69M |
| Pension and profit-sharing plans | 47 | $15.4M | 1.1% | $328K |
| Corporations and other businesses | 10 | $10.5M | 0.8% | $1.05M |
| Total | 5,013 | $1.38B | 100% | $276K |
- Clients
- 4,827
- Regulatory AUM
- $1.14B
- AUM share
- 82.4%
- Avg. per client
- $236K
- Clients
- 129
- Regulatory AUM
- $217M
- AUM share
- 15.7%
- Avg. per client
- $1.69M
- Clients
- 47
- Regulatory AUM
- $15.4M
- AUM share
- 1.1%
- Avg. per client
- $328K
- Clients
- 10
- Regulatory AUM
- $10.5M
- AUM share
- 0.8%
- Avg. per client
- $1.05M
Total
- Clients
- 5,013
- Regulatory AUM
- $1.38B
- AUM share
- 100%
- Avg. per client
- $276K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1500
B.O.S.S. Retirement Advisors is paid through fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning on a fixed fee basis generally has a minimum fee of $500, and consulting a minimum fixed fee of $250.
Tyson Thacker owns 50% to 75% of B.O.S.S. Retirement Advisors. The leadership team of B.O.S.S. Retirement Advisors includes Chief Operating Officer Brent Dewsnup. It has 87 employees, 49 of them in advisory roles.
Leadership
- Brent DewsnupChief Operating Officer
- Landry LeachChief Revenue Officer
- Jeffrey MortonChief Marketing Officer
- Curtis PackerCCO
- Tyson ThackerCo-Founder
- Ryan ThackerCo-Founder
Investment adviser representatives
46 representatives listed in the SEC register as of 9 October 2026.
- Hayden Renno Adams
- Jonathan Albrethsen
- Gabriel Christian Baldonado
- David James Boyd
- Robert Nelson Brantley
- John Ryan Brough
- John Preston Brough
- Karla Glover Church
- Brent Richard Dewsnup
- Christopher Joel Dolan
- Spencer Leon Felkins
- Michael Ronald Fortin
- Skyler Craig Fredrickson
- Brady Jake Fuller
- John Stephan Gehrke
- Lisa Keleigh George
- Edward Dennis Griffin
- Kelly Lisa Holtman
- Tyler David Huband
- Weston Huber
- Jonathan Alexander Zachariah Kerby-White
- Adam Michael Lallas
- Ryan M Landvatter
- Dennis W Larson
- Landry Leach
- Charles A Maynes
- Adam David Mortensen
- Zachary Brett Mortensen
- Shay Nicole Nelson
- Curtis Gardiner Packer
- Drake Puzey
- Cameron Travis Rankin
- Rachael Scott
- Tyler Reed Snow
- Julia Kathryn Steppan
- Scott M Swanson
- Austin Reed Thacker
- Ryan Thacker
- Tyson Paul Thacker
- Melanie Colleen Tingey
- Nathan Scott Vought
- Jason Patrick Weaver
- David Whitworth
- Andrew James Williams
- Ryan Williams
- Garrett C Wozniak
Staff
- 87 employees
- 49 in advisory functions
- 49 state-registered reps
- 56 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of B.o.s.s. Retirement Advisors, LLC
Tyson Thacker
Control person · since May 2008
- Owns 50% to 75% of B.o.s.s. Retirement Advisors, LLC
Ryan Thacker
Control person · since May 2008
B.O.S.S. Retirement Advisors’ regulatory assets grew 5.0× from $277M (July 2021) to $1.38B (August 2026); clients rose from 2,035 to 5,013 and employees from 30 to 87.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.38B | 5,013 | 87 | 12 |
| July 2025 | $1.06B | 6,850 | 65 | 10 |
| July 2024 | $764M | 6,227 | 61 | 9 |
| February 2023 | $588M | 4,350 | 50 | 9 |
| June 2022 | $434M | 2,312 | 42 | 9 |
| July 2021 | $277M | 2,035 | 30 | 6 |
Besides its headquarters, B.O.S.S. Retirement Advisors has 11 offices, with 12 listed addresses across 4 states.
Utah · 8 listed addresses
- 2500 Executive Parkway, Suite 500, LehiHQ
- 801 N 500 W Suite 100, Bountiful
- 10355 S. Jordan Gateway, Suite 100, South Jordan
- 2225 Washington BLVD. Suite 150, Ogden
- 2825 E Cottonwood Pkwy, Salt Lake City
- 180 N. University Ave, Suite 150, Provo
- 3535 S. Market St., Suite 100, West Valley City
- 136 E Riverside DR., St. George
Washington · 2 listed addresses
- 10210 Ne Points Drive, Kirkland
- 19401 40th Ave West, Lynnwood
Arizona · 1 listed address
- 155 E Rivulon BLVD., Gilbert
Idaho · 1 listed address
- 2501 E State Ave., Meridian
Contact and registration details
- Legal name
- B.o.s.s. Retirement Advisors, LLC
- Headquarters
- 2500 Executive Parkway, Suite 500, Lehi, UT 84048
- Website
- bossretirementquiz.com
- Phone
- 801-990-5055
- SEC file
- 801-117974
- Structure
- Utah LLC
- Fiscal year end
- December
B.O.S.S. Retirement Advisors uses Charles Schwab ($1.23B, 89%) and Fidelity ($149M, 11%) as custodians for its separately managed accounts. B.O.S.S. Retirement Advisors has custody of $602M in client assets for 2,675 clients.
- FidelityFidelity Brokerage Services LLC · Omaha, NE · $149M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.23B89%
At year end, B.O.S.S. Retirement Advisors’ separately managed accounts were mostly in stocks (50%) and funds (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $370M across 157 positions; the largest are SPDR Series Trust (19.5%), SPDR Series Trust (6.8%) and Vanguard Index Fds (6.2%).
What the accounts hold
- Stocks50%
- Funds39%
- Cash11%
Reported 13F holdings
- $370M
- Reported 13F value
- 157
- Positions
- 51.6%
- In the 10 largest
- +12.9%
- Value vs. prior quarter
- SPDR Series Trust · ST Str PR Sp150019.5%
- SPDR Series Trust · ST Str P500etf6.8%
- Vanguard Index Fds · S&P 500 ETF Shs6.2%
- Vanguard Star Fds · VG TL Intl Stk F5.0%
- Costco Wholesale Corporation3.5%
- Blackrock ETF Trust · iShares US Equit2.4%
- Blackrock ETF Trust · Isha IN Ctry ETF2.3%
- iShares TR · S&P 500 Grwt ETF2.1%
- Nvidia Corporation1.9%
- Aim ETF Products Trust · Allia US May ETF1.9%
Together, the ten largest are 51.6% of reported value.
How many clients does B.O.S.S. Retirement Advisors have?
B.O.S.S. Retirement Advisors has 5,013 clients and manages $1.38 billion for them, as of August 2026. They include 4,827 individual clients, 129 high-net-worth individuals, and 47 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does B.O.S.S. Retirement Advisors offer?
B.O.S.S. Retirement Advisors provides financial planning and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does B.O.S.S. Retirement Advisors use?
B.O.S.S. Retirement Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.23B and Fidelity Brokerage Services LLC (Omaha, NE), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does B.O.S.S. Retirement Advisors have?
B.O.S.S. Retirement Advisors has 49 investment adviser representatives registered with state securities authorities, out of 87 employees, and 49 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 56 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does B.O.S.S. Retirement Advisors invest in?
At the end of its last fiscal year, B.O.S.S. Retirement Advisors’ separately managed accounts held 50% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs) and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns B.O.S.S. Retirement Advisors?
B.O.S.S. Retirement Advisors’ direct owners are Tyson Thacker (50% to 75%) and Ryan Thacker (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does B.O.S.S. Retirement Advisors get paid?
B.O.S.S. Retirement Advisors is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is B.O.S.S. Retirement Advisors registered with the SEC?
Yes, B.O.S.S. Retirement Advisors has been registered with the SEC as an investment adviser since 22 January 2020. Its CRD number is 171143 and its SEC file number is 801-117974.
Source: Form ADV Part 1A, Item 1, filed 13 August 2026; IAPD firm record
How do I contact B.O.S.S. Retirement Advisors?
B.O.S.S. Retirement Advisors’ main office is at 2500 Executive Parkway, Suite 500, Lehi, UT 84048. Its phone number is 801-990-5055. Its website is bossretirementquiz.com.