Boss Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Aldie VA
Advisors at this office
1
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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.
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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
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