William Harrigan
Polaris Financial Partners · Westerville, Ohio
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.
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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 7655589 |
| Exams passed | Series 63 (2024) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | polarisfinancial.net |
How William's firm compares
- Polaris Financial Partners's average account is about $496,000, from its Form ADV (assets managed divided by 456 accounts).
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Questions about William
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.
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.
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