A complete list of active advisors currently associated with 360 Financial Partners, LLC

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

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.

To learn more about the advisors currently working at 360 Financial Partners, 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.