Polaris Financial Partners provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Polaris Financial Partners reports 145 clients. They include 75 individual clients, 68 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($226M across 456 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $226M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 15% |
| High-net-worth individuals | 47% | 79% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 4% |
| Corporations and other businesses | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $35M | 15.5% | $467K |
| High-net-worth individuals | 68 | $179M | 79.2% | $2.63M |
| Pension and profit-sharing plans | Fewer than 5 | $2M | 0.9% | $2M |
| Charitable organizations | Fewer than 5 | $10M | 4.4% | $10M |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 145 | $226M | 100% | — |
- Clients
- 75
- Regulatory AUM
- $35M
- AUM share
- 15.5%
- Avg. per client
- $467K
- Clients
- 68
- Regulatory AUM
- $179M
- AUM share
- 79.2%
- Avg. per client
- $2.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $2M
- AUM share
- 0.9%
- Avg. per client
- $2M
- Clients
- Fewer than 5
- Regulatory AUM
- $10M
- AUM share
- 4.4%
- Avg. per client
- $10M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 145
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Polaris Financial Partners charges 0.80%–1.50% a year for its Portfolio management services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 529 account fee
- Accounts in a 529 plan are charged 0.50% a year, billed annually.
- Financial planning
- Fixed financial planning fees are set case by case and projected at $200 to $5,000 per plan, paid in advance.
Robert Deitrick owns 75% or more of Polaris Financial Partners. It has 3 employees.
Leadership
Robert DeitrickCEO, Managing Member
William HarriganGeneral Counsel & Investment Advisor Representative & CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Polaris Financial Partners, LLC
Robert Deitrick
Control person · since January 2003
Polaris Financial Partners’ regulatory assets grew from $192M (June 2025) to $226M (April 2026); clients rose from 113 to 145 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $226M | 145 | 3 | 1 |
| June 2025 | $192M | 113 | 5 | 1 |
Besides its headquarters, Polaris Financial Partners has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 470 Olde Worthington Road Suite 450, WestervilleHQ
Contact and registration details
- Legal name
- Polaris Financial Partners, LLC
- Headquarters
- 470 Olde Worthington Road Suite 450, Westerville, OH 43082
- Website
- polarisfinancial.net
- Phone
- 614-901-3400
- @polaris-financial-partners-llc
- SEC file
- 801-132733
- Founded
- 2008
- Structure
- Ohio LLC
- Fiscal year end
- December
Polaris Financial Partners uses Charles Schwab ($191M) as custodian for its separately managed accounts. Polaris Financial Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $191M100%
At year end, Polaris Financial Partners’ separately managed accounts were largely in stocks (47%) and funds (44%).
What the accounts hold
- Stocks47%
- Funds44%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash7%
How many clients does Polaris Financial Partners have?
Polaris Financial Partners has 145 clients and manages $226 million for them, as of April 2026. They include 75 individual clients, 68 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026
What services does Polaris Financial Partners offer?
Polaris Financial Partners provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Polaris Financial Partners charge?
Polaris Financial Partners charges 0.80%–1.50% a year for its Portfolio management services. The fee is billed in advance and is negotiable.
Which custodians does Polaris Financial Partners use?
Polaris Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $191M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026
How many financial advisors does Polaris Financial Partners have?
Polaris Financial Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Polaris Financial Partners invest in?
At the end of its last fiscal year, Polaris Financial Partners’ separately managed accounts held 47% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Polaris Financial Partners?
Polaris Financial Partners’ direct owner is Robert Deitrick (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 April 2026
How does Polaris Financial Partners get paid?
Polaris Financial Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Polaris Financial Partners?
Polaris Financial Partners’ main office is at 470 Olde Worthington Road Suite 450, Westerville, OH 43082. Its phone number is 614-901-3400. Its website is polarisfinancial.net.