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Brady Fuller

B.O.S.S. Retirement Advisors, LLC
19 Years of Experience
Ogden, UT
View SEC Summary
View SEC Summary

Brady Fuller is a CFP-designated registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Ogden, UT, with 19 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 5,013 clients with $1.4B in assets under management.

B.O.S.S. Retirement Advisors, LLC
Compensation
Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,013 clients
Average Client Portfolio
$276K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fee for co-managed accounts is 1.75% annually unless otherwise specified and is negotiable. Third-party managed accounts charge up to 2.0% annually, with a portion paid to B.O.S.S. Retirement Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2225 Washington Blvd., Suite 150, Ogden, UT, 84401

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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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Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2016 - March 2019 · 2 yrs 9 mos
Cetera Advisor Networks LLCBroker
June 2016 - March 2019 · 2 yrs 9 mos
Lee Miles LLC
June 2014 - June 2016 · 2 yrs
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
May 2011 - October 2012 · 1 yr 5 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
Spc
February 2011 - April 2011 · 2 mos
Sammons Securities Company, LLCBroker
February 2010 - April 2011 · 1 yr 2 mos
Lincoln Financial Advisors CorporationBroker
January 2009 - January 2010 · 1 yr
Sammons Securities Company, LLCBroker
December 2006 - November 2008 · 1 yr 11 mos
State Registrations2 states
TXUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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