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
Polaris Financial Planning, LLC
By the Numbers
-
Total Assets Under Management111MILLION
-
Total Number of Accounts392ACCOUNTS
-
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
Registered Investment Advisor
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
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.