Robert Sell
Polaris Asset Management · Sugar Hill, Georgia
Robert Sell is a fee-only financial advisor at Polaris Asset Management in Sugar Hill, Georgia, who holds the CFP credential. Robert focuses on international & expat planning, retirement planning and estate & legacy planning. Polaris Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Polaris Asset Management |
|---|---|
| Based in | Sugar Hill, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $12.2M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6577304 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.polarisassetmgmt.com |
How Robert's firm compares
- Polaris Asset Management's average account is about $177,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Robert
Is Robert Sell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Polaris Asset Management 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 Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Sell based?
Robert Sell is based in Sugar Hill, Georgia.
What does Robert specialize in?
Robert's specialties include international & expat planning, retirement planning and estate & legacy planning.
What credentials does Robert Sell hold?
Robert Sell holds the CFP credential.
Is Robert Sell registered with the SEC?
Yes. Robert Sell is registered as an investment adviser representative in GA (CRD 6577304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Polaris Asset Management manage?
Polaris Asset Management reports $12.2M across 69 accounts in assets under management.
How do I contact Robert Sell?
Through Robert's website, www.polarisassetmgmt.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 Asset 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.
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