# William Harrigan

> William Harrigan is a fee-only financial advisor at Polaris Financial Partners in Westerville, Ohio. William 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/william-harrigan/
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:** 7655589 (https://adviserinfo.sec.gov/individual/summary/7655589)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2024), Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://polarisfinancial.net

## Frequently asked questions

### Is William Harrigan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

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

### Where is William Harrigan based?

William Harrigan is based in Westerville, Ohio.

### What does William specialize in?

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

### Is William Harrigan registered with the SEC?

Yes. William Harrigan is registered as an investment adviser representative in OH (CRD 7655589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Polaris Financial Partners manage?

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

### How do I contact William Harrigan?

Through William's website, polarisfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7655589): 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.