ChooseAFinancialAdvisor.com
Advisors / Utah / Lehi
27yrs

John Brough

Financial advisor at B.O.S.s. Retirement Advisors

Based in Lehi, Utah, John Brough is a fiduciary financial advisor with 27 years of industry experience. John has been with B.O.S.s. Retirement Advisors since 2017; before that, John spent a year at LEE Miles and three years at Harrisdirect. B.O.S.s. Retirement Advisors offers financial planning and selecting outside investment managers and is paid through flat fees.

One of 247 advisors with offices in Lehi, and one of 235 fiduciaries.

Lehi, UT 84048Top 7% by experience at B.O.S.s. Retirement AdvisorsFiduciary advisor
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 7% by experience at B.O.S.s. Retirement Advisors
Office2500 Executive Parkway Suite 500, Lehi, UT 84048
How the firm is paid ?Flat fee, Other
Typical client at the firm ?$273,761
Advisors at the firm45
States licensed ?1 state

Services through B.O.S.s. Retirement Advisors

Financial planningChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. May 2016 – Jan 2017
    LEE Miles LLCPreviously
  3. 2001 – 2004
    Harrisdirect LLCPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call B.O.S.s. Retirement Advisors at (801) 990-5055 and ask for John Brough. John works from the Lehi, UT office.

How long has John been a financial advisor?

John has been in the industry since 1999, about 27 years. Top 7% by experience at B.O.S.s. Retirement Advisors.

What licenses does John hold?

Series 65, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

B.O.S.s. Retirement Advisors reports being paid by flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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