365Sundays Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
365Sundays Wealth LLC advises individuals, high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering ongoing wealth management, written financial plans, and limited-scope project-based planning. The firm operates as a fee-only registered investment adviser and may refer clients to third-party professionals when appropriate.
Investment advice is delivered through a tailored process that establishes an investment policy and asset-allocation targets, applying Modern Portfolio Theory and a mix of passive and active strategies with an emphasis on long-term holdings and periodic rebalancing. The firm uses fundamental analysis and mutual fund/ETF due diligence, and reviews accounts on a regular basis to monitor alignment with client objectives and risk tolerances.
A notable feature is the firm’s explicit retirement plan consulting and ongoing plan management for employer-sponsored plans, including serving as an ERISA investment manager under section 3(38), a service relatively uncommon among peers. The firm is newly formed and presently has no assets under management, is led by a CFP®-certified principal with prior experience at large financial institutions, recommends an institutional custody platform (Charles Schwab), and discloses a small outside-business activity as a licensed real estate salesperson.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $5,000 to $15,500, fixed fee per engagement.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.85% $4,000,001 - $5,000,000: 0.80% $5,000,000+: 0.75%
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Wealth Management services, which may be reduced or waived to ensure effective annual advisory fee does not exceed 2.00% of assets under management. Fee-only: Wealth Management and Retirement Plan services are fee-only.
Main office
Lake Mary FL
Advisors at this office
1
Most active in
Florida · Texas
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
Quick links
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