Robert Whitney
Polaris Investment Advisors, LLC. · Framingham, Massachusetts
Robert Whitney is a fee-only financial advisor at Polaris Investment Advisors, LLC. in Framingham, Massachusetts, who holds the ChFC credential. Robert 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 | ChFC |
| SEC registration | Investment adviser representative in MA · CRD 4296689 |
| Exams passed | Series 63 (2007) · Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | polarisadv.com |
How Robert'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 Robert
Is Robert Whitney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Polaris Investment Advisors, LLC., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Whitney based?
Robert Whitney is based in Framingham, Massachusetts.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and tax planning. Robert works with pre-retirees and retirees.
What credentials does Robert Whitney hold?
Robert Whitney holds the ChFC credential.
Is Robert Whitney registered with the SEC?
Yes. Robert Whitney is registered as an investment adviser representative in MA (CRD 4296689), 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 Robert Whitney?
Through Robert'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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