Advisor at Boss Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Boss Financial Strategies, LLC
Location
Aldie, VA
Credentials
Series 65
Industry experience
4 years
Kevin Boss is the sole advisor at Boss Financial Strategies, LLC in Aldie, VA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked at Carrier Global Corporation and Signet Technologies, Inc. He is also a licensed insurance agent, dedicating part of his business time to insurance sales and service. Boss Financial Strategies provides discretionary asset management and comprehensive financial planning to individuals, families, and trusts. The firm constructs client-specific portfolios using fundamental and technical analysis, operates under discretionary trading authority, and offers regular account reviews and client communications.
Based on Boss Financial Strategies, LLC
Fixed fees for financial planning services up to $10,000, negotiable
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 1.15% annually $2,000,000 - $5,000,000: 1.00% annually $5,000,000 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
Investment Advisor Representatives receive external commissions as licensed insurance agents
$250 per hour for consultation services
Fee-only: Hourly financial planning at $250/hour; fixed fees for financial planning up to $10,000, negotiable based on complexity
Aldie, VA
Maryland · Virginia
Boss Financial Strategies, LLC
2023 - Present (3 years)
Signet Technologies, Inc. (dba Convergint Federal)
2023 - 2024 (1 year)
Boss Financial Strategies, LLC
2021 - Present (5 years)
Integrated Wealth Concepts LLC
2021 - 2023 (2 years)
Boss Financial Strategies, LLC
2021 - Present (5 years)
Study period to obtain licensure and registration
2021 - 2021 (1 year)
Carrier Global Corporation
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
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