Advisor at Polaris Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Polaris Asset Management, LLC
Location
Sugar Hill, GA 30518
Credentials
CFP®, Series 66
Industry experience
5 years
Robert Sell is a CFP® and holds a Series 66 license with five years of industry experience. He is the sole advisor at Polaris Asset Management, LLC and has previous experience at firms including Axiom Asset Management and Weaver Capital Management. Outside of financial advising, he operates a self-employed mathematics tutoring business focused on high school and college entry exam preparation. Polaris Asset Management provides private wealth management, financial planning, and retirement plan advisory services to individuals, families, and institutional clients. The firm employs a documented Risk Profile process to tailor investment models ranging from Preservation to Aggressive Growth, using a variety of securities and analysis techniques, and offers formal retirement-plan consulting and fiduciary services uncommon among single-advisor independent firms.
Based on Polaris Asset Management, LLC
Based on Polaris Asset Management, LLC
$0 - $250,000: 1.25% $250,001 - $1,250,000: 1.00% $1,250,001 - $3,250,000: 0.90% $3,250,001+: 0.80%
$250 per hour for financial planning/consulting services.
Fee-only: Fee-only based on percentage of assets under management; no commissions.
1400 Buford Hwy Ne, Suite R 1
Sugar Hill, GA 30518
Georgia
Axiom Asset Management, LLC
2020 - 2020 (1 year)
Self-Employed
2019 - Present (7 years)
Actify Investor Retirements, LLC
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
Weaver Capital Management
2016 - 2017 (1 year)
Park Avenue securities
2016 - 2016 (1 year)
The Guardian Life Insurance Company
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Cumming, GA
VIVCAP LLC
CFP®, Series 63
Alpharetta, GA
Cwpim
Series 65
Johns Creek, GA
Kuber Capital Management, LLC
Series 65
Alpharetta, GA
E.A. Hendrich Financial Planning, LLC
Series 63, Series 65
Buford, GA
LegacITree Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")