361 Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
361 Financial Planning, Inc. provides wealth management and portfolio management services to individuals, high‑net‑worth individuals, trusts and estates, combining ongoing financial planning with investment management. The solo adviser generally charges asset‑based fees (with some fixed‑fee arrangements) and constructs portfolios using mutual funds, ETFs, individual bonds and, when appropriate, unaffiliated independent managers or the SEI platform.
The firm’s investment approach is primarily long‑term and based on fundamental analysis, with periodic rebalancing and the option to make shorter‑term trades to meet client needs or market opportunities. Unusually for an independent adviser, 361 Financial reports that all of its approximately $5.2 million in assets (covering about 23 clients) are managed on a non‑discretionary basis, meaning client approval is typically obtained before trades are executed.
361 Financial is affiliated with 360 Estate Planning, Inc. (d/b/a Johnson Law & Tax), whose president is the firm’s principal, and the brochure discloses that the adviser may recommend and refer clients to that affiliated legal and tax practice. The principal is also a licensed insurance professional who may receive commissions for insurance product sales; those affiliations and compensation arrangements are disclosed as potential financial incentives separate from the firm’s advisory fees.
Client services
Expertise
Fee options
Fixed fees for advisory services occasionally offered; specific amounts not stated.
$0 - $50,000: 2.75% annually $50,001 - $100,000: 2.25% annually $100,001 - $225,000: 1.75% annually $225,001 - $500,000: 1.50% annually $500,001 - $2,000,000: 1.25% annually $2,000,001+: 1.10% annually
Insurance commissions may be earned separately by advisory persons who are licensed insurance professionals.
Account minimum: $50,000 Minimum fee: Fixed fee offered for wealth management services; will not exceed schedule-based fees and may be bundled with financial planning services. Fee-only: Fee-only advisory services offered; no commissions on advisory fees.
Main office
1255 Treat Boulevard, Suite 300
Walnut Creek CA 94597
Advisors at this office
1
Most active in
California · Texas
Also doing business as
361 Financial Planning, Inc. · Mja Wealth, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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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