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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-31-2000
- Office Locations
- 1
Office Locations
About Polaris Financial Planning, Llc.
Polaris Financial Planning LLC is a retail RIA in Apopka, FL led by president Phil Ferguson (an investment adviser representative since 1996). The firm provides financial planning and asset management, implementing portfolios primarily with public funds such as mutual funds and ETFs, and custodies at Charles Schwab. Ferguson is also a longtime secular movement activist, board member, and frequent conference speaker.
Reported data analysis
What the numbers show
Between January 2, 2025 and January 6, 2026, reported AUM increased 14.5%, from $130.8M to $149.7M.
Across 5 reported observations, AUM increased 46.4% between October 18, 2022 and January 6, 2026, from $102.3M to $149.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 129 clients, or 129 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Polaris Financial Planning, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PHILIP LEE FERGUSON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4598368
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,680,734 | $1,160,316 |
| Non-Discretionary | $0 | -- |
| Total | $149,680,734 | $1,160,316 |
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Separately Managed Accounts
SMA allocation detail is available
Polaris Financial Planning, Llc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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