Boss Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boss Financial Strategies provides discretionary portfolio management and financial planning services primarily to individuals, families, and trusts. The firm, founded in 2021 and offering advisory services since 2023, manages roughly $9.9 million for about 32 clients and does not impose an account minimum.
The firm tailors portfolios to each client’s stated objectives and uses both fundamental and technical analysis to guide investment selection, asset allocation, and ongoing monitoring. Strategies range from long‑term buy‑and‑hold to short‑term trading and options transactions (including covered and uncovered strategies), and the firm conducts quarterly account reviews and generally operates with discretionary trading authority.
A distinctive feature is that an adviser at the firm is also a licensed insurance agent and spends approximately 15% of their time offering insurance products; those sales generate separate commission income and are disclosed as a potential conflict of interest with mitigation measures and client choice to use other agents. The firm also does not vote client proxies (clients receive and vote their own proxy materials), which differs from many advisors that handle proxy voting on clients’ behalf.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for full financial plan or updates
<$1,000,000 - $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
Separate compensation for insurance products as a licensed insurance agent
Hourly consultation services at $250 per hour
Fee-only: Hourly fee of $250 per hour, negotiable fixed fees up to $10,000 for financial planning
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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