Robert Deitrick
Polaris Financial Partners · Westerville, Ohio
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.
Request an introduction to Robert →
Specialties
Facts
| Firm | Polaris Financial Partners |
|---|---|
| Based in | Westerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $226M across 456 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1158292 |
| Exams passed | Series 63 (1984) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | polarisfinancial.net |
| Profile |
How Robert's firm compares
- Polaris Financial Partners's average account is about $496,000, from its Form ADV (assets managed divided by 456 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert 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 Robert
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.
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 Financial Partners 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.