Boss Financial Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,600,000
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$184,000
About
Boss Financial Strategies serves individuals, families, and trusts with discretionary asset management and comprehensive financial planning services, including full plans, updates, and hourly consultations. The firm reports roughly $4.6 million in assets under management across about 25 client accounts and operates as a solo-advisor practice.
The firm builds client-specific portfolios using fundamental and technical analysis, setting asset allocation and rebalancing targets based on documented goals and risk tolerance, and operates under discretionary trading authority. Investment options may include long- and short-term positions and option strategies (including covered and uncovered writing); accounts are reviewed at least quarterly and clients receive custodian statements and retain proxy voting responsibility.
A distinguishing feature is that the firm’s principal also acts as a licensed insurance agent through the firm and spends about 15% of business time on insurance sales, receiving customary commissions—a disclosed activity the firm notes as a potential conflict and manages through fiduciary policies and disclosures. Other notable aspects for a firm of this size include no stated account minimums, a relatively small client roster given the reported AUM, and the principal’s ChFC professional credential.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Retirement withdrawal strategies
Tax-loss harvesting
Fee options
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
Main office location
Boss Financial Strategies, LLC
Aldie VA, United States
Number of offices
1
Most active in
Boss Financial Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
202-427-6875
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