Boss Financial Strategies, LLC fees and pricing
Financial planner in Aldie, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Boss Financial Strategies, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Consultation Services Hourly Consultation Services are offered based on an hourly fee of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boss Financial Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “However, if the Client account has been closed, then Boss Financial Strategies will send the prorated refund via check to the Client’s address of record.”
How Boss Financial Strategies, LLC’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
About Boss Financial Strategies, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 25
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323781
- Phone
- (202) 427-6875
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.