# Financial Boss

> Financial Boss is a state-registered investment advisory firm in Plainview, NY, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 319060
- Filed as: FINANCIAL BOSS
- Legal name: Financial Boss Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plainview, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319060
- AdvisorCensus page: https://advisorcensus.com/firm/financial-boss-plainview-ny-319060

## Quick answers

**How is Financial Boss compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Boss reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Boss located?**
Financial Boss' principal office is in Plainview, NY, according to its Form ADV.

**Is Financial Boss registered with the SEC or a state?**
Financial Boss is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319060.

**Does Financial Boss report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319060

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [financialboss.com](https://financialboss.com)
- LinkedIn @the-financial-boss

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Boss (CRD 319060): Form ADV filing data as of October 2026.