POLARIS FINANCIAL PLANNING, LLC.
SEC Form ADV profile.
Total regulatory AUM
$149,680,734
Discretionary
$149,680,734
Non-discretionary
$0
Firm details
- CRD number
- 123035
- SEC file number
- 801-126129
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.