Adarsh Shyamsundar
Polaris Capital Management · El Dorado Hills, California
Adarsh Shyamsundar is a fee-only financial advisor at Polaris Capital Management in El Dorado Hills, California. Adarsh charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $8,000 a year and one-time plans from $500) and focuses on equity compensation.
Request an introduction to Adarsh →
Specialties
Facts
| Firm | Polaris Capital Management |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · One-time plans from $500 · 1% a year on the first tier of assets managed · A $150,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $10.0M across 39 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7477000 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.polariscapitalmanagement.net |
| Profile |
How Adarsh's firm compares
- Ongoing planning starts at $8,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the California median of $2,500 for fee-only firms that publish prices.
- Polaris Capital Management's average account is about $255,000, from its Form ADV (assets managed divided by 39 accounts).
Request an introduction to Adarsh
Tell Adarsh a little about what you're looking for. Adarsh isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adarsh
Is Adarsh Shyamsundar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adarsh holds no broker registration, and Polaris Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adarsh charge for financial advice?
Adarsh charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Adarsh charge?
According to Polaris Capital Management's website, checked October 30, 2026: ongoing planning from $8,000 a year; one-time plans from $500; 1% a year on the first tier of assets managed; a $150,000 asset minimum.
Where is Adarsh Shyamsundar based?
Adarsh Shyamsundar is based in El Dorado Hills, California.
What does Adarsh specialize in?
Adarsh's specialties include equity compensation.
Is Adarsh Shyamsundar registered with the SEC?
Yes. Adarsh Shyamsundar is registered as an investment adviser representative in CA and TX (CRD 7477000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Polaris Capital Management manage?
Polaris Capital Management reports $10.0M across 39 accounts in assets under management.
How do I contact Adarsh Shyamsundar?
Through Adarsh's website, www.polariscapitalmanagement.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Dorado Hills
Other advisors in California who focus on equity compensation
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Polaris Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.