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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2014
- Office Locations
- 12
Office Locations
About B.o.s.s. Retirement Advisors, LLC
B.O.S.S. Retirement Advisors, LLC is a retirement-focused advisory firm delivering its B.O.S.S. Retirement Blueprint—integrating income, investment, tax and legacy planning—with tools like Social Security decision reporting and Medicare/tax considerations. Provides financial planning and portfolio management for individuals approaching or in retirement; portfolios show meaningful ETF and public-fund use. Custody includes Schwab and Fidelity; featured in outlets such as Fox News and NBC.
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Client Personas
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Investment Themes
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Owner & Executives
RYAN THACKER
Co-founder, Investment Advisor Representative
- CRD
- #6321186
- Ownership
- 50% but less than 75%
TYSON PAUL THACKER
Co-founder, Investment Advisor Representative
- CRD
- #2388343
- Ownership
- 50% but less than 75%
Showing 2 of 6 owners & executives
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HAYDEN RENNO ADAMS
--
- CRD
- #7698631
Jonathan Albrethsen
Investment Advisor Representative
- CRD
- #7798864
Showing 2 of 50 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,382,665,452 | $120,736 |
| Non-Discretionary | $0 | -- |
| Total | $1,382,665,452 | $120,736 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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