Kari Polasek
Adaptive Financial Design · Minneapolis, Minnesota
Kari Polasek is a fee-only financial advisor at Adaptive Financial Design in Minneapolis, Minnesota, who holds the CFP credential. Adaptive Financial Design reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Adaptive Financial Design |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.2M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 5314940 |
| Exams passed | Series 63 (2007) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.adaptivefinancialdesign.com |
| Profile |
How Kari's firm compares
- Adaptive Financial Design's average account is about $137,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Kari
Is Kari Polasek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kari holds no broker registration, and Adaptive Financial Design reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kari charge for financial advice?
Kari's firm, Adaptive Financial Design, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kari Polasek based?
Kari Polasek is based in Minneapolis, Minnesota.
What credentials does Kari Polasek hold?
Kari Polasek holds the CFP credential.
Is Kari Polasek registered with the SEC?
Yes. Kari Polasek is registered as an investment adviser representative in MN and TX (CRD 5314940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Adaptive Financial Design manage?
Adaptive Financial Design reports $14.2M across 104 accounts in assets under management.
How do I contact Kari Polasek?
Through Kari's website, www.adaptivefinancialdesign.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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
- 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.
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