Polaris Wealth Advisory Group

Polaris Wealth Advisory Group (CRD# 158718) is a financial advisory firm headquartered in San Rafael, CA. They manage $1,516,279,530 in 3,157 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,516
    MILLION
  • Total Number of Accounts
    3,157
    ACCOUNTS
  • Average Account Value
    $480,291
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Polaris Wealth Advisory Group
Showing 1 - 10 of 19 top financial advisors.
1
Matthew D. Batzel
CRD#: 5986777
13831 Northwest Fwy., Suite 210, Houston, TX 77040

Matthew Batzel (CRD# 5986777) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Houston, TX and has over 9 years of experience in the finance industry.

2
Brandon M. Berman
CRD#: 5911138
824 E St., San Rafael, CA 94901

Brandon Berman (CRD# 5911138) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in San Rafael, CA and has over 9 years of experience in the finance industry. Brandon Berman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan C. Collette
CRD#: 6048928
824 E St., San Rafael, CA 94901

Ryan Collette (CRD# 6048928) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in San Rafael, CA and has over 8 years of experience in the finance industry.

4
Dominic J. Colletti
CRD#: 6149727
22 W. Washington Street, Suite 1500, Chicago, IL 60602

Dominic Colletti (CRD# 6149727) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Chicago, IL and has over 7 years of experience in the finance industry. Dominic Colletti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Spencer G. Daw
CRD#: 5912420
13831 Northwest Fwy., Suite 210, Houston, TX 77040

Spencer Daw (CRD# 5912420) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Houston, TX and has over 9 years of experience in the finance industry.

6
Matthew P. Erickson
CRD#: 3147132
707 E. Maple, Suite 101, Troy, MI 48083

Matthew Erickson (CRD# 3147132) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Troy, MI and has over 14 years of experience in the finance industry.

7
Andrew C. Hunt
CRD#: 2785394
Dallas, TX

Andrew Hunt (CRD# 2785394) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Dallas, TX and has over 24 years of experience in the finance industry. Andrew Hunt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael J. Kreza
CRD#: 7090760
707 E. Maple, Suite 101, Troy, MI 48083

Michael Kreza (CRD# 7090760) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Troy, MI and has 1 year of experience in the finance industry.

9
John T. McNertney
CRD#: 2289402
San Francisco, CA 94111

John McNertney, CFP®Director

 

John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team.  John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.

 

John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified Financial Planner™ professional. John possesses an in-depth knowledge of the financial markets and prides himself on delivering a world-class experience to our clients.

 

When he is not helping clients, John is an avid family man, spending his free time with his wife and three children. He is a voracious reader and enjoys watching news programs and documentaries. 

 

Polaris Greystone Financial Group, LLC is an independently owned, Securities and Exchange Commission (SEC) Registered Investment Adviser.  We are a fee-only adviser and do not charge commissions for buying or selling stocks or bonds. Our services include: tactical portfolio management, private wealth management and financial planning… all provided with unparalleled individual attention focused on developing successful, long-term relationship.

10
Jeff J. Menning
CRD#: 2909757
3200 Park Center Drive, Suite 1260, Costa Mesa, CA 92626

Jeff Menning (CRD# 2909757) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Costa Mesa, CA and has over 23 years of experience in the finance industry. Jeff Menning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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