A complete list of active advisors currently associated with 360 Aviation Advisors, LLC

Warmer can help you find a great advisor at 360 Aviation Advisors, LLC or one who fits your needs even better.

360 Aviation Advisors is a small independent registered investment adviser that provides discretionary investment management, ongoing financial planning, and coordinated tax preparation services to individuals, high‑net‑worth clients, and pension and profit‑sharing plans; the firm reports managing about $9.6 million for roughly 28 clients. The brochure states the firm does not impose a firmwide account minimum and offers tailored investment policy statements to guide portfolio construction. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive portfolio construction with index mutual funds and ETFs to implement asset allocation targets. It integrates ongoing financial planning into client relationships with regular touchpoints (quarterly) and semi‑annual full plan reviews, and delivers an initial written plan within the first six months of engagement. What distinguishes the firm from many peers is its explicit work with pension and profit‑sharing plans and its coordination of tax preparation through a third‑party provider, services that are less common for independent advisers of this size. The principal holds CFP® certification, also maintains insurance licensure (a disclosed potential conflict when insurance recommendations are made), and dedicates time to hosting a finance‑focused podcast, all of which are noted in the brochure as non‑investment activities and disclosure items.

To learn more about the advisors currently working at 360 Aviation Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Timothy Pope profile photo Timothy Pope
Concord, NC
12
Warmer team member

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