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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
About Boss Financial Strategies, LLC
Boss Financial Strategies, LLC is a fiduciary, values-based financial planning firm serving individuals, families, and business owners, with an emphasis on retirement planning and support through major life transitions. The team delivers comprehensive planning across investments, tax and insurance planning, estate and education planning, and special needs planning. Portfolios are built around personalized allocation and diversification, often using ETFs and public funds, with custody through Charles Schwab. Offers a free Nitrogen “Risk Number” portfolio risk analysis.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $184.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
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Owner & Executives
Amanda L Boss
--
- CRD
- --
- Ownership
- 50% but less than 75%
Kevin Michael Boss
Chief Compliance Officer, Managing Member
- CRD
- #7441626
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,600,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Boss Financial Strategies, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Boss Financial Strategies, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.