Thomas O'shaughnessy
Thomas O'shaughnessy is a CFP-designated registered investment advisor at Polaris Wealth Management, LLC, based in Flossmoor, IL, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 163 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1020 Park Dr, #213, Flossmoor, IL, 60422
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a co-owner of SASI, Inc., a third-party administration firm, through a General Service Agreement. He consults on flat dollar plans, prepares documents, and handles qualified plan administrative activities, dedicating time to business referred and maintained by him and his subcontractors.
Employment History
Current Registrations
Polaris Wealth Management, LLC
Previous Registrations
Marcum Financial Services LLC
Raymond James Financial Services Advisors, INC
Bkd Wealth Advisors, LLC
Wolf Financial Management, LLC
Retirement Advisory Direct, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.