Firm
Financial Boss
Plainview, New York
Fee-only
Financial Boss at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $1,250 a year, below the New York median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Plainview, New York |
|---|---|
| Website | financialboss.com |
| [email protected] | |
| Phone | (631) 888-9109 |
Financial Boss fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,250 a year |
|---|---|
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee |
In the firm's words
"Billed as $1,250 yearly (auto-renewal)" source
"Financial Boss charges a flat fee for financial planning services" source
"a separate "assets under management (AUM)" fee for managing investments" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 319060 |