Kelly Holtman is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in Ogden, UT, with 18 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 5,013 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.O.S.S. Retirement Advisors offers investment management through AEWM or third-party managers.
For accounts managed with AEWM, the fee is 1.75% annually unless otherwise specified.
For accounts managed by third-party managers, the overall investment advisory fee will not exceed 2% annually. The third-party manager retains between 0.50% and 0.90%, and B.O.S.S. Retirement Advisors determines the remaining portion, which is negotiable based on the amount of assets managed. This portion is paid to B.O.S.S. Retirement Advisors by the third-party manager.
Location
2225 Washington Blvd., Suite 150, Ogden, UT, 84401
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kelly owns KLEH Octopus LLC, a home business focused on art and writing sales, dedicating about 10-20% of their time. Kelly is also a board council member of the South Jordan Arts Council, spending a few hours per month on civic art activities.
Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Soltis Investment Advisors, LLC
Resources Investment Advisors
Triad Advisors LLCBroker
LPL Financial LLCBroker
Hightower Securities, LLCBroker
E*trade Securities LLCBroker
Omni Brokerage, INC.Broker
State Registrations1 state
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.