--- title: Financial Boss Pricing description: Financial Boss pick the plan that's right for you. Pricing for the Secure, Comfortable, and Rich plans is offered as a monthly or annual subscription and includes a 60-day money-back guarantee. --- [![Financial Boss Logo](https://www.financialboss.com/hs-fs/hubfs/Financial%20Boss%20Logo%20Words%20Only-Color50px.png?width=436&height=50&name=Financial%20Boss%20Logo%20Words%20Only-Color50px.png "Financial Boss Logo")](https://www.financialboss.com/?hsLang=en) [![Financial Boss Logo](https://www.financialboss.com/hs-fs/hubfs/Financial%20Boss%20Logo%20Words%20Only-Color50px.png?width=436&height=50&name=Financial%20Boss%20Logo%20Words%20Only-Color50px.png "Financial Boss Logo")](https://www.financialboss.com/?hsLang=en) - [About](https://www.financialboss.com/about) - [Fee-Only Fiduciary](https://www.financialboss.com/fee-only-fiduciary) - [Pricing](https://www.financialboss.com/pricing) - [Resources](https://www.financialboss.com/contact-us) - [Blog](https://www.financialboss.com/blog) - [Contact](https://www.financialboss.com/contact-us) - [FAQ](https://www.financialboss.com/faq) [Client Login](https://app.rightcapital.com/account/login) [Join Waitlist](https://www.financialboss.com/pricing)Bonjour [Client Login](https://app.rightcapital.com/account/login) [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) - [About](https://www.financialboss.com/about) - [Fee-Only Fiduciary](https://www.financialboss.com/fee-only-fiduciary) - [Pricing](https://www.financialboss.com/pricing) - [Resources](https://www.financialboss.com/contact-us) - [Blog](https://www.financialboss.com/blog) - [Contact](https://www.financialboss.com/contact-us) - [FAQ](https://www.financialboss.com/faq) [Learn More](https://www.financialboss.com/pricing#learn-more)[Choose Boss](https://www.financialboss.com/pricing) Pricing # Pick the plan that’s right for you. Monthly Monthly Annual 2 Months Free Annual Market Updates $0 $0 FREE FREE Stay Informed Choose a Financial Boss Receive Market Updates Benchmark Against Peers [Choose Updates](https://www.financialboss.com/waitlist?hsLang=en) [Choose Updates](https://www.financialboss.com/waitlist?hsLang=en) Secure Plan $125 $1,250 /Month\* /Annual\* Build Your Foundation Everything in Stay Informed plus Credit Score Monitoring Networth Tracking Cashflow and Budgeting Debt Repayment Plan Insurance Review Employee Benefits Analysis [Choose Secure](https://www.financialboss.com/waitlist?hsLang=en) [Choose Secure](https://www.financialboss.com/waitlist?hsLang=en) \* Billed monthly (auto-renewal) \* Billed as $1,250 yearly (auto-renewal) Comfortable Plan $250 $2,500 /Month\* /Annual\* Plan Your Future Everything In Secure plus Early Retirement Planning Investment Management Tax Planning Home Purchase Analysis Salary Insights Career Planning and Guidance College Planning Student Loan Repayment [Choose Comfortable](https://www.financialboss.com/waitlist?hsLang=en) [Choose Comfortable](https://www.financialboss.com/waitlist?hsLang=en) \* Billed monthly (auto-renewal) \* Billed as $2,500 yearly (auto-renewal) ## Get financial planning and investment management with no upfront fees You can cancel anytime with a month’s notice. ### All paid plans include: Quick setup Cancel anytime\* 24/7 support \* Cancellation fees may apply. Learn more. Eligible individuals can apply to Financial Boss Jump Start for discounted pricing. [Learn more](https://www.financialboss.com/jump-start?hsLang=en). Frequently Asked Questions ## Find answers and general information quickly. How is Financial Boss different from other solutions? Financial Boss makes managing money fun and easy. The ability to interact with AI avatars from history and pop culture makes dealing with finances something you look forward to. Our Agile approach to financial planning uses a Kanban board to keep you on track and can adapt to your changing needs. As a Registered Investment Advisor (RIA) in the State of New York, serving clients in all states pursuant to regulatory exemptions, Financial Boss can offer both financial planning and investment management advice. We offer a higher level of service compared with pure technology solutions that provide little guidance on what you need to do and does not keep you accountable.  Why do I need to choose a Financial Boss avatar? We understand that this isn't for everyone, and you won't hurt our feelings if you move on. The founder always enjoyed reading history and philosophy. He also thought that a major obstacle for people to improve their financial situation was that personal finance could feel impersonal and intimidating. We thought it would be so much more fun and engaging to interact with a disembodied bot with some personality. Rest assured, while your Financial Boss serves as your liaison, all the financial recommendations are made by live humans who hold the Certified Financial Planner™ (CFP®) desgination and act as financial fiduciaries on your behalf.  Is there a reason why the number "8" appears so often in your pricing? Napoleon Bonaparte once said, "I'd rather have lucky generals than good ones." We see the goal of financial planning as drastically increasing your odds for a successful outcome through careful planning and foresight. However, even the best laid plans crumble in front of fate. We all could benefit from a little more luck. The fact that number "8" is considered lucky in Asian culture, and the founder was born on August 8, convinced us to feature it prominently in our pricing. I suppose we're somwehat superstitious. Why are CFP® professionals considered "the standard of excellence? According to the CFP Board website: "For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been [the standard of excellence](https://www.cfp.net/why-cfp-certification/the-standard-of-excellence) for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first." How does Agile project management help with financial planning? Whether your immediate goal is to payoff debt or save for college, financial planning consists of a series of projects. Our Project Management Professionals (PMP)® apply Agile best practices from the tech industry to help you identify goals, manage your priorities, and achieve your goals along your journey. What is a fee-only fiduciary financial advisor? Financial Boss charges a flat fee for financial planning services and a separate "assets under management (AUM)" fee for managing investments. We do not charge commissions nor do we receive payment for order flow. According to the National Association of Personal Financial Advisors (NAPFA): "NAPFA’s position is that [the Fee-Only method of compensation is the most transparent and objective method available](https://www.napfa.org/financial-planning/what-is-fee-only-advising). This model minimizes conflicts and ensures that your financial planner acts as a fiduciary. Fee-Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets." How secure is my personal and financial information? Financial Boss does not sell your personal information to third parties for advertising or marketing purposes. We take data security seriously. Our [financial planning software](https://www.rightcapital.com/security/) and [investment custodian](https://blog.altruist.com/news/information-security) both use 256-bit symmetric encryption and are SOC 2 Type 2 compliant. View our [Privacy Policy](https://www.financialboss.com/privacy-policy?hsLang=en) and [Disclaimer](https://www.financialboss.com/disclaimer?hsLang=en) to learn more. Are my investments managed by Financial Boss insured by the FDIC or SIPC? Yes, our [investment custodian](https://altruist.com/security/) is a member of the Securities Investor Protection Corporation (“SIPC”). Securities held in your brokerage account are protected up to $500,000 (including $250,000 for claims for cash). In addition, our investment custodian carries an excess SIPC policy with underwriters at Lloyd’s of London, which extends the per account coverage by an additional $40 million (with a cash sub limit of $2 million), subject to an aggregate limit of $150 million across all custodian accounts. Our investment custodian offers an FDIC Bank Sweep Program that provides you with the ability to automatically “sweep” uninvested cash balances in your account into Federal Deposit Insurance Corporation (“FDIC”) insured bank deposit accounts. Cash swept into an interest-bearing account is federally insured up to applicable FDIC limits in the event of a bank failure. FDIC coverage limits are $250,000 for all deposits (checking, money market, savings, CDs, etc.) per depositor, per insured bank, for each account ownership category. Please note that FDIC and SIPC insurance do not cover against investment losses, but rather insure your assets should they go missing or are at risk.  Not finding your answer here? Shoot us a message. [Get in Touch](mailto:support@financialboss.com) > “What a fantastic journey this has been. Thanks to this product we can now focus on what matters.” ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-15.jpg?width=50&height=50&name=sample-15.jpg) Anthony Grower Marketing Specialist > “What a fantastic journey this has been. Thanks to this product we can now focus on what matters.” ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-15.jpg?width=50&height=50&name=sample-15.jpg) Anthony Grower Marketing Specialist > “What a fantastic journey this has been. Thanks to this product we can now focus on what matters.” ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-15.jpg?width=50&height=50&name=sample-15.jpg) Anthony Grower Marketing Specialist > “What a fantastic journey this has been. Thanks to this product we can now focus on what matters.” ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-15.jpg?width=50&height=50&name=sample-15.jpg) Anthony Grower Marketing Specialist > “What a fantastic journey this has been. Thanks to this product we can now focus on what matters.” ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-15.jpg?width=50&height=50&name=sample-15.jpg) Anthony Grower Marketing Specialist # Subscribe to updates Stay up to date with the latest marketing, sales, and financial tips and news. - [Privacy Policy](https://www.financialboss.com/privacy-policy?hsLang=en) - [Disclaimer](https://www.financialboss.com/disclaimer?hsLang=en) - [Form ADV Part 2A and 2B](https://adviserinfo.sec.gov/firm/summary/319060) - [Contact](mailto:support@financialboss.com) © Copyright 2026 **Financial Boss Advisors LLC** Financial Boss Advisors LLC is an Investment Adviser offering services in New York and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change. Please contact us if there is any change in your financial situation, needs, goals or objectives. The information contained in this electronic communication is intended only for the use of the recipient. For your privacy and security, do not include sensitive information using emails that are not secured. Advisory services offered through Financial Boss Advisors LLC, an investment advisor registered with the State of New York. Advisory services are only offered to clients or prospective clients where Financial Boss Advisors LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, and, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involved risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the websites you are visiting.