360 Wealth Creation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
360 Wealth Creation provides wealth management and comprehensive financial planning to individuals and high‑net‑worth clients, delivering continuous investment advice as well as written financial plans and ongoing monitoring. Services described in the brochure include asset allocation, retirement and estate planning, business planning, cash‑flow and tax‑aware investment analysis.
The firm constructs portfolios using a mix of passive and active strategies guided by Modern Portfolio Theory, selecting mutual funds, ETFs, and individual securities and offering the option to incorporate socially responsible (ESG) criteria. Clients may grant the firm discretionary trading authority, and the adviser is compensated with percentage‑of‑assets fees, a common billing method for investment managers.
What sets 360 Wealth Creation apart from many peers is that it offers investment management exclusively through a wrap fee program — an arrangement that is statistically uncommon for firms in this category — and it does not manage non‑wrap accounts. The firm is a newly formed, fee‑only practice led by a single principal with no assets reported to date; it also does not aggregate trades and generally recommends specific custodial platforms (Schwab and Altruist), which may affect trade execution and operational mechanics relative to larger managers.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
1% of assets under management, paid quarterly in arrears based on average daily balance
Hourly rate of $250 charged for financial planning if contract terminated before plan delivery
Account minimum: $500,000 Fee-only: Financial planning initial fee up to $6,000; recurring quarterly fixed fees ranging from $1,000 to $1,500
Main office location
360 Wealth Creation
Austin TX, United States
Number of offices
1
Most active in
360 Wealth Creation has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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