About 360 Wealth Planners
360 Wealth Planners is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of our clients.
Our firm is proud to be associated with Advisors Resource Council (ARC), an independent Registered Investment Advisory (RIA) firm. ARC empowers independent financial advisors by providing exceptional resources, collaborative wisdom, and flexible business models. This partnership allows us to enhance our service offerings and focus on delivering superior financial guidance and results for our clients. By maintaining our independence, we avoid pitfalls of proprietary products, sales quotas, and conflict of interests.
As part of our commitment to utilizing cutting-edge technology, we use AIQ for our investment management. AIQ's advanced analytics and artificial intelligence capabilities enable us to optimize investment strategies and deliver innovative solutions to our clients.
We work with multiple custodians to ensure the safekeeping of our clients' assets and provide robust platforms for executing trades and managing investments. Our primary custodians include:
LPL Financial
Charles Schwab
These relationships allow us to leverage extensive resources and infrastructure to better serve our clients, offering flexibility and choice in custodial services.
We have also built a network of subject matter experts to provide you with expertise in these areas. Learn more about our preferred partners that we will connect you with and work directly with to help you in every aspect of your life.
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
5-9
Firm CRD#
164109
Name of Broker/Dealer
LPL Financial Services
Name of Custodial Firm
Charles Schwab
Work with the following types of clients
Individual Investors, Businesses
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66, Series 65, Series 63
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Annuity, Health, Life, Accident
Firm Information
Firm's Number of Clients
175
Firm's Number of Planning Clients
175
Firm's Number of Managed Clients
175
Assets Managed by Firm
$70,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Commissions, Based on Assets
Fee % Based on Assets
Varies
Additional Details on Charges
Costs are determined based on a number of factors.
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892886/financialplanners-360-Wealth-Planners-detailed-disclosure.html
Disclaimer
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA. Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA®," and "CERTIFIED INVESTMENT MANAGEMENT ANALYST®." Use of CIMA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals. Tax preparation services not offered by 360 Wealth Planners or LPL Financial.