Polaris Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly fees range from $250 to $500.”

Annual fee

$500/yr

“The Client is charged an ongoing platform fee of $500 per year starting on the annual anniversary of the initial plan completion for the duration of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Polaris Investment Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Wealth management fees are paid quarterly in advance, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Polaris Investment Advisors, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its annual fee of $500 is below the Massachusetts median of $8,250. None of the 62 other Massachusetts planners that publish an annual fee charge less.

About Polaris Investment Advisors, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CPA, EA, and ChFC®.
• Founded: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

138

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$217,051,377

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324093

Website

polarisadv.com (opens in new tab)

Phone

(508) 481-2299

Can advise clients in 5 states: Florida, Massachusetts, Maine, New Hampshire, Texas

Other planners in Framingham that publish fees

• Canby Financial AdvisorsFramingham$2,500⁠-⁠$50,000/yr
• Signal Ridge Capital Partners, LLCFramingham$350/hr, $1,000⁠-⁠$15,000
• TSW Wealth ManagementFramingham$1,900⁠-⁠$5,900
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 6 planners in Framingham