Polaris Financial Planning, LLC

Polaris Financial Planning, LLC (CRD# 123035) is a financial advisory firm headquartered in , . They manage $111,267,357 in 392 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $283,845
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, NE, TX, WA

Financial Advisors at Polaris Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip L. Ferguson
CRD#: 4598368
Apopka, FL

Philip Ferguson (CRD# 4598368) is an Investment Advisor Representative working at Polaris Financial Planning, LLC in Apopka, FL and has over 23 years of experience in the finance industry.

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