Polaris Wealth Advisory Group

Investment Advisor
in Houston, TX

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About this Advisor

Spencer Daw is a financial advisor operating in Houston, Texas, with 4 years of industry experience. Daw is currently employed by Polaris Wealth Advisory Group. Daw has gained experience at Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Qualtrics and Polaris Greystone Financial Group, LLC. Daw maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Louisiana, Minnesota, Missouri, South Dakota and Texas. Polaris Wealth Advisory Group is a business that has its headquarters in San Rafael, CA. The firm has offices in seven locations and a total of 36 people on staff. It administers $2 billion in assets between its 4,317 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 4,317 customer accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets. Polaris Wealth Advisory Group offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely vary depending on which services are provided. However, fees billed by Polaris Wealth Advisory Group typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

13831 Northwest Fwy. Suite 210
Houston, TX 77040

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Polaris Wealth Advisory Group Brokerage Details

Total Assets Under Management


TX Average: $7,578,581,321
Total Number of Employees


TX Average: 43
Total Number of Accounts


TX Average: 3,727
Average Account Size


TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Spencer Daw Work History

Spencer has been registered as a financial advisor for 4 years.*

2019 - Present (4 years)

Polaris Greystone Financial Group, LLC

2018 - Present (5 years)


2018 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - 2018 (1 year)


2013 - 2017 (4 years)

Td Ameritrade, Inc

2013 - 2017 (4 years)

Td Ameritrade Investment Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Spencer Daw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Polaris Wealth Advisory Group

Nathan Rogers
San Rafael, CA
Spencer Daw
Houston, TX
Anton Schirmang
Chicago, IL
Ryan Collette
San Rafael, CA
Matthew Erickson
Troy, MI
Stephen Lee
Costa Mesa, CA
Michael Kreza
Troy, MI
Russell Albright
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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