Polaris Financial Planning, LLC

Polaris Financial Planning, LLC (CRD# 123035) is a financial advisory firm headquartered in , . They manage $14,779,457 in 278 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $53,164
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Polaris Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip L. Ferguson
CRD#: 4598368
Champaign, IL
93
Wealthminder
score

Philip Ferguson (CRD# 4598368) is an Investment Advisor Representative working at Polaris Financial Planning, LLC in Champaign, IL and has over 16 years of experience in the finance industry.

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