B.O.S.S. RETIREMENT ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$121K
Accounts
11,452
Employees
87
Advisory reps
49

Firm details

Headquarters
LEHI, Utah
CRD number
171143
Registered since
January 22, 2020
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Fixed Fees, Other
Client types
  • Individuals82.4%
  • HNWI15.72%
  • Pension & Profit Sharing Plans1.11%
  • Corporations / Businesses0.76%
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

B.O.S.S. Retirement Advisors, LLC is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts. Its advisory work centers on financial planning and the selection of outside managers, and the firm explicitly functions as a capital allocator—sourcing third-party strategies rather than exclusively managing all assets in-house. Fee arrangements include fixed fees and other non‑traditional structures. The firm reports it is not an active ESG investor and does not position itself as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 11%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents11%

Owners & executives

3 of 5
  • JEFFREY MORTON

    Chief Marketing OfficerCRD 4479969

  • Zachary Mortensen

    Client Relations CoordinatorCRD 7072441

  • BRENT DEWSNUP

    Chief Operating OfficerCRD 5340087

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Contacts

3 of 44
  • JORDAN BROWN

    Client ServicesCRD 5814280

  • Curtis Packer

    Client ServicesCRD 6788640

  • Jonathan Albrethsen

    Investment Adviser RepresentativeCRD 7798864

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 108

Active vs passive

$342M in ETFs

Passive

66%

$227M

Active

16%

$115M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM)State StreetPassiveLarge Blend$55.9M707,52716.36%

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, in the West of the United States.

Region
West
County
UTAH
Address
2500 W Executive Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth