Advisor at Polaris Wealth 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 Wealth Management, LLC
Location
Flossmoor, IL 60422
Credentials
CFP®, Series 63, Series 65
Industry experience
11 years
Thomas O'Shaughnessy is a CFP® professional with 11 years of industry experience, currently serving at Polaris Wealth Management, LLC since 2020. His prior experience includes roles at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm focused on plan consulting and qualified plan administrative activities. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory in managing accounts and conducts educational seminars and workshops for retirement-plan clients.
Based on Polaris Wealth Management, LLC
Based on Polaris Wealth Management, LLC
Fixed financial planning fees range from $200 to $15,000 based on complexity and time required.
$0 - $250,000: 1.00% $250,001+: 0.75%
Registered representatives receive commissions from sale of securities and insurance products; commissions are disclosed conflicts of interest but are not PWM's primary source of compensation.
1020 Park Dr, #213
Flossmoor, IL 60422
Illinois
Polaris Wealth Management, LLC
2020 - Present (6 years)
Avma Administrative Services, Llc
2019 - Present (7 years)
Marcum Financial Services LLC
2018 - 2019 (1 year)
Raymond James Financial Services Advisors INC.
2017 - Present (9 years)
N/a
2017 - 2018 (1 year)
Westat Naep
2017 - 2017 (1 year)
United parcel Service
2016 - 2017 (1 year)
Retirement Administration Direct
2016 - 2017 (1 year)
N/a
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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Smart Choice Financial Planning, Inc.
Series 63, Series 65
Orland Park, IL
O'Keefe & Associates, P.C.
Series 65
Orland Park, IL
Chancellor Financial Services, Inc.
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