Polaris Financial Planning, LLC
Polaris Financial Planning, LLC (CRD# 123035) is a financial advisory firm headquartered in , . They manage $40,877,358 in 405 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts405ACCOUNTS
Average Account Value$100,932
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, IL, TX
Philip Ferguson (CRD# 4598368) is an Investment Advisor Representative working at Polaris Financial Planning, LLC in New Lenox, IL and has over 17 years of experience in the finance industry.