{"url":"https://nivawealth.com/firms/polaris-financial-partners-299258","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299258","regulatoryAum":226000000,"crd":"299258","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1158292","suffix":null,"lastName":"DEITRICK","firstName":"ROBERT","middleName":"THOMAS"},{"crd":"7655589","suffix":null,"lastName":"HARRIGAN","firstName":"WILLIAM","middleName":"BRADFORD"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-05","regulatoryAum":191500000,"clients":113,"employees":5,"offices":1},{"filedOn":"2026-04-08","regulatoryAum":226000000,"clients":145,"employees":3,"offices":1}],"secFileNumber":"801-132733","legalName":"Polaris Financial Partners, LLC","displayName":"Polaris Financial 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assets.","otherCustodians":[],"leadership":[{"name":"Robert Deitrick","title":"CEO, Managing Member","crd":"1158292"},{"name":"William Harrigan","title":"General Counsel & Investment Advisor Representative & CCO","crd":"7655589"}],"ownership":[{"label":"Robert Deitrick","detail":"Ceo, managing member in the 75% or more ownership band and a control person, since January 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"470 Olde Worthington Road Suite 450","city":"Westerville","headquarters":true}]}],"brochureServices":["education planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"614-901-3400","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning 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Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Polaris Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Polaris Financial Partners charge?","answer":"Polaris Financial Partners charges 0.80%–1.50% a year for its Portfolio management services. The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Polaris Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Polaris Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Polaris Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Polaris Financial Partners?","answer":"Polaris Financial Partners’ direct owner is Robert Deitrick (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Polaris Financial Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Polaris Financial Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}