Polymath Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,179,062
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Polymath Financial provides retirement plan consulting to employer plan sponsors and also serves individuals, trusts, and business clients through standalone financial planning and consulting engagements. The firm primarily places client assets with independent third‑party money managers by acting as a solicitor/introducer rather than directly trading securities, and it performs periodic reviews of client situations and manager reports.
When evaluating managers and plan investments, Polymath conducts due diligence on managers’ philosophies, underlying holdings, concentrations, and compliance controls and performs at least annual reviews of recommended managers and client accounts. For plan sponsors the firm assists with investment policy statements, investment menu evaluation, asset allocation modeling, investment monitoring, and participant education, and it documents its ERISA fiduciary role when engaged for plan services.
Noteworthy for a small investment‑manager firm, Polymath combines plan‑level consulting with solicitor arrangements for third‑party managers and discloses that its representatives are licensed to sell insurance products, a potential conflict it says it will manage. The firm also offers hourly financial planning engagements and receives referral fees from third‑party managers — practices the brochure highlights and describes controls for to align recommendations with client interests.
Client services
Financial planning
Pension consulting
Selection of other advisers
Expertise
General estate planning guidance
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Up to $175 per hour for financial planning and consulting services.
Fee-only: Financial Planning & Consulting charged on hourly basis up to $175/hour, with a 50% retainer required; final fee based on scope and complexity.
Main office location
Polymath Financial, LLC
450 South Orange Ave, 3 Rd Floor
Orlando FL 32801, United States
Number of offices
1
Most active in
Polymath Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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