TO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
321 clients
Average Client Portfolio
$35K average
Assets Under Management
$11.2M
Fee Structure
This document does not contain any fee information. Please refer to the Polaris Wealth Management, LLC brochure for fee details.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
2620 Central Dr, Unit Gs, Flossmoor, IL, 60422
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a co-owner of SASI, Inc., a third-party administration firm, through a General Service Agreement. He consults on flat dollar plans, prepares documents, and handles qualified plan administrative activities, dedicating time to business referred and maintained by him and his subcontractors.
Employment History
Current Registrations
Polaris Wealth Management, LLC
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Marcum Financial Services LLC
May 2018 - December 2019 · 1 yr 7 mos
Raymond James Financial Services Advisors, INC
September 2017 - November 2019 · 2 yrs 2 mos
Bkd Wealth Advisors, LLC
November 2014 - February 2016 · 1 yr 3 mos
Wolf Financial Management, LLC
May 2014 - December 2014 · 7 mos
Retirement Advisory Direct, LLC
September 2012 - November 2014 · 2 yrs 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.