Michael Gore
Polaris Investment Advisors, LLC. · Framingham, Massachusetts
Michael Gore is a fee-only financial advisor at Polaris Investment Advisors, LLC. in Framingham, Massachusetts, who holds the PFS credential. Michael focuses on retirement planning, estate & legacy planning and tax planning. Polaris Investment Advisors, LLC. reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Polaris Investment Advisors, LLC. |
|---|---|
| Based in | Framingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $217.1M across 295 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NH, TX · CRD 3181476 |
| Exams passed | Series 63 (1998) · Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | polarisadv.com |
How Michael's firm compares
- Polaris Investment Advisors, LLC.'s average account is about $736,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Michael
Is Michael Gore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Polaris Investment Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Polaris Investment Advisors, LLC., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Gore based?
Michael Gore is based in Framingham, Massachusetts.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and tax planning. Michael works with pre-retirees and retirees.
What credentials does Michael Gore hold?
Michael Gore holds the PFS credential.
Is Michael Gore registered with the SEC?
Yes. Michael Gore is registered as an investment adviser representative in NH and TX (CRD 3181476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Polaris Investment Advisors, LLC. manage?
Polaris Investment Advisors, LLC. reports $217.1M across 295 accounts in assets under management.
How do I contact Michael Gore?
Through Michael's website, polarisadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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 Investment Advisors, LLC. 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.
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