Polaris Investment Advisors, LLC

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Client assets under management

$176,345,193

Clients

138

36% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,277,864

About

Polaris Investment Advisors is a SEC-registered advisory firm that serves individual and high-net-worth clients as well as charitable organizations, corporations and retirement plans. The firm provides discretionary and non‑discretionary portfolio management, integrated wealth management and financial planning, and typically charges fees based on assets under management.

Polaris constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and may supplement allocations with individual stocks or allocate portions of accounts to unaffiliated independent managers. Financial planning is offered both as part of comprehensive wealth management and on a standalone basis, with accounts monitored regularly and rebalanced or adjusted to reflect client goals and market conditions.

Distinctive elements include a compact adviser team managing over $200 million in AUM despite being founded in 2022, and leadership with accounting and personal financial planning credentials supported by an affiliated tax‑preparation business — relationships the firm discloses and addresses as potential conflicts. The firm also participates in an institutional platform relationship with a national custodian (Fidelity) that provides operational and software benefits, and some advisory personnel are licensed to sell insurance products and may receive customary commissions for those implementations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Initial onboarding fee of $2,500 for ongoing financial planning; $500 annual platform fee.

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001+: 0.70% annually

Project-based

$250 to $500 per hour for standalone financial planning services.

Other

Account minimum: $100,000 (generally required, but may be waived at Advisor's discretion) Fee-only: Investment advisory fees based on assets under management; no commissions received.

Main office location

Polaris Investment Advisors, LLC

615 Concord Street, Suite 5

Framingham MA 01702, United States

Number of offices

Most active in

Florida · Maine · Massachusetts · New Hampshire · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (508) 481-2299

Advisors at this firm

Robert W

ChFC®, Series 63, Series 66

Framingham, MA

Polaris Investment Advisors, LLC

Robert Whitney is a financial advisor at Polaris Investment Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Polaris, he worked at Cetera Advisor Networks and has operated Whitney & Gore Financial since 1984, where he also serves as an enrolled agent providing tax preparation services. Polaris Investment Advisors is a SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and individual stocks.

Wealth management

Michael G

PFS™, Series 63, Series 66

Framingham, MA

Polaris Investment Advisors, LLC

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

Wealth management

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