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Polaris Financial Planning
Polaris Financial Planning LLC is an investment advisory firm whose president is Phil Ferguson, an investment advisor representative since 1996.
Overview
Polaris Financial Planning LLC is an investment advisory firm whose president is Phil Ferguson, an investment advisor representative since 1996. New clients must have $2,000,000 in assets to work with Phil.
General information
Firm type
RIA
Principals
Phil Ferguson
president
Frequently asked questions
Who is responsible for investment decisions at Polaris Financial Planning?
The names of decision-making principals are not publicly documented through the firm's regulatory filings or any external publication. As an RIA, the firm is required to designate a chief compliance officer and key advisory personnel on Form ADV, but those individuals have not been surfaced through public reporting, media profiles, or industry databases.
What is Polaris Financial Planning's fee structure?
The standard RIA model for a firm of this profile includes asset-based fees calculated as a percentage of assets under management, hourly consultation charges, and fixed retainer arrangements for comprehensive financial planning. Specific fee schedules for Polaris Financial Planning are disclosed in the firm's Form ADV Part 2A brochure, which is delivered directly to clients rather than actively published online.
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