$149.7M Total AUM
$149.7M Disc. AUM
14.8% 3Y CAGR
1 Employees
129 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2000
- Office Locations
- 1
Office Locations
-- Apopka FL
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.
Team overview
-- AVG AGE
$149.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
P
PHILIP LEE FERGUSON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4598368
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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