Dylan Wathen is a registered investment advisor at B.O.S.S. Retirement Advisors, LLC, based in St. George, UT, with 2 years of industry experience. Dylan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
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
Location
1575 S River Rd., St. George, UT, 84790
Get directionsHistory
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 →Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
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.
Exams
More Advisors
- Richard Baird, CFAHarborview Asset Management LLC
- Kaylan Andersen, CFP, ChFCNuwealth Advisors, LLC
- Bonita Bell-Andersen, ChFCTencap Wealth Coaching
- David Harris, ChFCStatera Wealth Management
- Chad Parker, CFP, ChFCEp Wealth Advisors
- Kim Cowdell, CFP, ChFCAusdal Financial Partners, INC.