A complete list of active advisors currently associated with 361 Financial Planning, Inc.

Warmer can help you find a great advisor at 361 Financial Planning, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at 361 Financial Planning, Inc., 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.