Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
46 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$155K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Austin is a minority member and manager of T4 Enterprises, LLC, a private investment entity, since November 2021. This activity represents a few hours per week, some of which occur during regular trading hours.

Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
May 2022 - Present · 3 yrs 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.