Financial Boss
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Boss Advisors LLC is a fee-only, state-registered independent adviser that offers individualized portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, and families. The firm’s services include investment management (including use of independent managers and held‑away account management), ongoing planning retainers, and standalone financial plans.
The firm emphasizes an asset‑allocation and modern portfolio theory approach, primarily implementing passive portfolios with strategic and tactical allocation and the option to incorporate socially responsible (ESG) strategies. Client engagements include a written investment policy, quarterly reviews, and educational guidance embedded in planning work—covering topics such as car‑buying and home‑buying advice, rental real estate analysis, and stock compensation strategies.
A few features distinguish Financial Boss from many peers: it is affiliated with an in‑house tax and accounting firm (Tax Boss Advisors LLC) and includes tax preparation for advisory clients within its planning retainer while disclosing the resulting conflict of interest. The firm operates as a solo practitioner with a very small client base, reported $0 in assets under management as of December 31, 2025 despite offering percentage‑of‑AUM fees, and also participates in third‑party platforms (a held‑away account platform and Altruist’s model marketplace) and client education/workshop offerings.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1 - $500,000: 0.88% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $1,500,000: 0.60% $1,500,001 - $2,500,000: 0.50% $2,500,001 - $3,500,000: 0.40% $3,500,001 - $5,000,000: 0.30% $5,000,001+: 0.25%
Fixed monthly fee ranging from $1 to $1,000 per month depending on the service tier selected for financial planning services without investment management for clients with $500,000 or less in assets
Fee-only: Fixed monthly fee ranging from $1 to $1,000 per month depending on the service tier selected for clients with $500,000 or less in assets under management
Main office
100 Terminal Drive
Plainview NY 11803
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Financial Boss · Financial Boss Advisors LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)