Evan Kulak is a registered investment advisor at Polaris Financial, LLC, based in Wellesley, MA, with 9 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 655 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is for retail clients. Fees may be negotiable. Employer-sponsored retirement plans pay 1% annually, billed quarterly. Credit unions pay up to 0.50% annually, billed monthly.
Fee Estimator
Location
Wellesley, MA
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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.
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Evan works as a Principal/Wealth Advisor at Polaris Portfolios, LLC, providing financial advisory services. This is a full-time commitment for Evan.
Employment History
Current Registrations
Polaris Financial, LLC
Previous Registrations
Douugh Wealth
State Registrations3 states
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