360 Wealth Creation
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About
360 Wealth Creation serves individuals and high‑net‑worth clients, providing ongoing wealth management and comprehensive financial planning that covers retirement, tax considerations, cash flow, estate planning, and business planning. The firm operates as a fee‑only, solo advisory practice and will, at a client’s request, refer to or coordinate with third‑party professionals such as attorneys or tax advisors.
The firm’s investment approach emphasizes asset allocation informed by modern portfolio theory and blends passive and active strategies, with attention to tax efficiency, liquidity, and strategic beta factors when selecting funds and securities. Portfolios can be customized for client preferences, including socially responsible investing screens, and the firm may manage accounts on a discretionary basis within client‑imposed restrictions.
A distinctive aspect of this advisory practice is that it provides investment management exclusively through a wrap fee program and does not manage non‑wrap accounts, a structure that is uncommon among independent advisers. The firm is newly registered with no assets under management to date, its principal holds CFP® and AIF® credentials, and the firm executes trades on an individual‑account basis rather than aggregating (block) trades.
Client services
Expertise
Fee options
1% of assets under management, paid quarterly in arrears based on the average daily balance
Hourly rate of $250 used to calculate fees earned upon early termination prior to delivery of initial comprehensive financial plan
Account minimum: $500,000 (may be reduced or waived on a case-by-case basis) Fee-only: Initial financial planning fee up to $6,000; recurring quarterly fixed fees ranging from $1,000 to $1,500 for financial planning services
Main office
Austin TX
Advisors at this office
1
Most active in
California · New York · Texas
Also doing business as
360 Wealth Creation · Verity Wealth Planning · Vwa LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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