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.
The firm provides investment management, ongoing financial planning, and tax return preparation through a third‑party tax service to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. It also offers consulting and advisory services for retirement plans, including assistance with plan design and fiduciary considerations. Investment programs are guided by Modern Portfolio Theory and implemented primarily through passive, asset‑class allocations using index mutual funds and ETFs, with individualized investment policy statements and discretionary authority to manage accounts. The firm uses a single custodial platform and schedules regular account reviews and plan monitoring, typically on a quarterly basis. What distinguishes the firm from many solo independent advisers is its provision of pension consulting alongside retail wealth management and its integration of tax preparation services — offerings that are relatively uncommon among peers. The principal is also licensed to sell insurance products and operates an aviation‑themed podcast, features that reflect additional business activities and potential niche expertise while creating disclosed conflicts of interest to be managed.
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 |
|---|---|---|
Concord, NC
| 11
|
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