# POLARIS FINANCIAL PLANNING, LLC.

POLARIS FINANCIAL PLANNING, LLC. is an SEC-registered investment adviser.

## Registration

- CRD: 123035
- Type: SEC-registered investment adviser
- SEC file number: 801-126129
- Phone: 217-597-1516
- Latest filing: 2026-01-06
- Regulatory AUM: $149.7M
- Discretionary AUM: $149.7M
- Clients: 1
- Accounts: 129

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Philip Lee Ferguson | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| FERGUSON PHILIP LEE | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123035/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123035/similar
- Related entities: https://search.stillhousedata.com/firm/123035/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123035

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.