# Robert Deitrick

> Robert Deitrick is a fee-only financial advisor at Polaris Financial Partners in Westerville, Ohio. Robert focuses on estate & legacy planning, small business owners and retirement planning. Polaris Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-deitrick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Polaris Financial Partners
- **Based in:** Westerville, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $226M across 456 accounts
- **Specialties:** Estate & legacy planning, Small business owners, Retirement planning
- **CRD:** 1158292 (https://adviserinfo.sec.gov/individual/summary/1158292)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1984)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://polarisfinancial.net

## Frequently asked questions

### Is Robert Deitrick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Polaris Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Polaris Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Deitrick based?

Robert Deitrick is based in Westerville, Ohio.

### What does Robert specialize in?

Robert's specialties include estate & legacy planning, small business owners and retirement planning.

### Is Robert Deitrick registered with the SEC?

Yes. Robert Deitrick is registered as an investment adviser representative in OH (CRD 1158292), 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 Polaris Financial Partners manage?

Polaris Financial Partners reports $226M across 456 accounts in assets under management.

### How do I contact Robert Deitrick?

Through Robert's website, polarisfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1158292): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.polarisfinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.