Polaris Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,727,794
Total clients
156
0% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
52
Average account size
$87,999
About
Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering ongoing portfolio management, comprehensive financial planning, and pension consulting. The firm charges percentage‑of‑AUM advisory fees for ongoing management and also offers periodic educational seminars and workshops for retirement‑plan clients at no charge.
The firm documents client goals and risk tolerances in a tailored Investment Policy Statement and typically manages accounts on a discretionary basis, applying modern portfolio theory to guide asset allocation and monitoring accounts regularly. Portfolio implementation can include a wide range of instruments — mutual funds, ETFs (including precious‑metal ETFs), fixed income, annuities, private placements and venture capital — and strategies such as long‑ and short‑term trading, margin and options.
Polaris’s supervised persons also operate in brokerage and insurance capacities; the brochure discloses registrations as broker‑dealer representatives and licensed insurance agents (including activity through Polaris Insurance Agency) and describes procedures to disclose and document the resulting conflicts of interest. The firm’s combination of retirement‑plan consulting with free educational workshops, its use of commissionable product channels alongside adviser services, and operational choices such as not aggregating block trades and permitting client‑directed brokerage distinguish it from many peers.
Client services
Expertise
Fee options
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.
Main office location
Polaris Wealth Management, LLC
1020 Park Dr, #213
Flossmoor IL 60422, United States
Number of offices
1
Most active in
Illinois · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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