Polaris Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 123035
- Registered since
- July 21, 2022
- Website
- polarisfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.84%
- Individuals21.16%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Polaris Financial Planning, LLC is a small, SEC-registered independent advisory firm that concentrates on portfolio management for individuals and small businesses. Formed as an LLC and registered with the SEC in 2022, the firm is owned by an individual and operates under a fee model that combines a percentage-of-AUM schedule with fixed fees. Polaris reports no ESG-focused designation and is not registered as a multi-state adviser. Its business activity is narrowly centered on discretionary portfolio management rather than pension consulting or related-adviser functions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Philip Ferguson
Investment Advisor RepresentativeCRD 4598368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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