POLARIS FINANCIAL, LLC
SEC RegisteredWealth Management For Everyone.
About the firm
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. The firm provides financial planning and investment management services through dedicated fiduciary advisors, with no account minimums and no commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, professionally managed investment portfolios, life planning, investment management guidance (including outside accounts such as 401(k)), and interactive financial planning tools. Services are offered at an annual wrap fee with no commissions, trade, transaction, or rebalancing fees.
Who they serve
Clients of all wealth levels seeking personalized financial advice and investment management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 852 | $69M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. POLARIS FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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