360 Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$201,110,049
Clients
285
Advisors
3
of 3 employees
About
360 Financial Partners provides investment advisory services to individual investors, including high‑net‑worth households, as well as retirement plan sponsors and plan participants. The firm offers asset management, written financial planning and consulting, variable annuity/sub‑account management, recommendations of third‑party money managers, and retirement plan fiduciary consulting and education.
The firm generally provides discretionary portfolio management and ongoing monitoring, working with clients through interviews and questionnaires to set objectives and permit reasonable account restrictions; it employs a mix of fundamental, technical and cyclical analysis and may use margin and option strategies where appropriate. For variable annuity and life contracts the firm uses limited discretion to select and exchange sub‑accounts and may utilize signal providers and periodic reviews of third‑party managers to guide allocations.
Compared with many peers, 360 Financial Partners is affiliated operationally with a broker‑dealer/custodian relationship (StoneX Financial Inc. and StoneX Securities Inc.), and its representatives also act as insurance agents and registered representatives—arrangements that can involve commissions or trail compensation that may be offset against advisory fees. The firm also explicitly permits margin borrowing in managed accounts, conducts client seminars and participant education, and manages about $206 million of assets with a three‑adviser team, a concentration that can affect how services and conflicts are administered.
Client services
Expertise
Occupation focus
Fee options
Fixed fee arrangement for financial planning and consulting services from $500 to $10,000.
$0 - $250,000: 2.00% annually for asset management services $250,001 - $500,000: 2.00% annually for asset management services $500,001 - $750,000: 2.00% annually for asset management services $750,001 - $1,000,000: 2.00% annually for asset management services >$1,000,000+: 2.00% annually for asset management services $0 - $250,000: 1.00% annually for retirement plan assets $250,001 - $500,000: 1.00% annually for retirement plan assets $500,001 - $750,000: 1.00% annually for retirement plan assets $750,001 - $1,000,000: 1.00% annually for retirement plan assets >$1,000,000+: 1.00% annually for retirement plan assets $0 - $250,000: 1.50% annually for variable sub-account management services $250,001 - $500,000: 1.50% annually for variable sub-account management services $500,001 - $750,000: 1.50% annually for variable sub-account management services $750,001 - $1,000,000: 1.50% annually for variable sub-account management services >$1,000,000+: 1.50% annually for variable sub-account management services
Representatives may accept commissions for sale of securities and insurance products in their separate capacities; commissions are separate from advisory fees.
Account minimum: $15,000 Minimum fee: Minimum account size of $15,000 for asset management services; minimum fixed fee for financial planning and consulting services is $500. Fee-only: Fixed fees for financial planning and consulting services ranging from $500 to $10,000.
Main office
1081 Johnnie Dodds Blvd., Ste 100
Mount Pleasant SC 29464
Advisors at this office
3
Most active in
Georgia · Louisiana · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dustin H
Series 66
Mount Pleasant, SC
360 Financial Partners, LLC
Dustin Hughes is a Series 66-registered financial advisor with 21 years of industry experience. He is a partner and investment advisor representative at 360 Financial Partners, LLC in Mount Pleasant, SC, where he has worked since 2006. He is also associated with StoneX Securities Inc. Outside of advisory duties, Hughes is involved in insurance sales through 360 Financial Partners. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to manage accounts, offering services that include asset management, financial planning, and retirement plan consulting.
Randall T
Series 63, Series 66
Mount Pleasant, SC
360 Financial Partners, LLC
Randall Teegardin is a financial advisor at 360 Financial Partners, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with 360 Financial Partners since 2007. Outside of his advisory role, he is the owner and president of Oak Tees LLC, a business established to maintain property intended for his children’s future use. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm provides asset management, financial planning, retirement plan services, and variable annuity sub-account management, combining fundamental, technical, cyclical, and charting analysis in its investment approach.
David V
Series 66
Mount Pleasant, SC
360 Financial Partners, LLC
David Van Rensselaer Jr. is a financial advisor at 360 Financial Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with 360 Financial Partners since 2014. In addition to his advisory role, he is involved in managing an investment-related holding company focused on property upkeep and management. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm offers asset management, financial planning, retirement plan services, and manages accounts using a combination of fundamental, technical, cyclical, and charting analysis.
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