Overview
Assets Under Management: $150 million
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
POLARIS FINANCIAL PLANNING, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123035), POLARIS FINANCIAL PLANNING, LLC. is subject to fiduciary duty under federal law.
POLARIS FINANCIAL PLANNING, LLC. serves 61 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, POLARIS FINANCIAL PLANNING, LLC. offers portfolio management for individuals. View all service details ↓
POLARIS FINANCIAL PLANNING, LLC. manages $150 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, POLARIS FINANCIAL PLANNING, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 129
Discretionary Accounts: 129
Regulatory Filings
CRD Number: 123035
Filing ID: 2033838
Last Filing Date: 2026-01-06 09:42:29