369 Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
369 Financial is a state‑registered investment adviser that works with individuals, high‑net‑worth households, businesses and institutional clients, including pension, profit‑sharing and 401(k) plans. The firm provides continuous portfolio management, ongoing wealth management and financial planning, and a separate pension consulting offering that can include investment menu review and participant education.
The firm tailors investment policies through a combination of asset allocation, fundamental and technical analysis, and portfolio construction using ETFs, institutional mutual funds, individual bonds and, on a limited basis, certain cryptocurrencies held via Interactive Brokers and third‑party custodians. Clients receive ongoing monitoring and periodic reviews, access to MoneyGuidePro for planning and account aggregation, and portfolios are managed under written advisory agreements that generally grant the firm trading authority.
Notable for a firm of its size, 369 explicitly provides institutional portfolio management and pension consulting services — including fiduciary support, selection and monitoring of plan investment vehicles, participant workshops, and both asset‑based and fixed‑fee pension engagements. The firm also combines these institutional capabilities with retail wealth management features that are less common among small independent advisers, such as limited cryptocurrency exposure, occasional use of margin strategies, and integrated third‑party planning tools.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $200 to $50,000, fixed fees for pension consulting range from $1,500 to $80,000
$0 - $2,500,000: 1.75% $2,500,000.01 - $5,000,000: 0.40% $5,000,000.01+: Negotiable
Up to $500 per hour for financial planning services
Account minimum: $5,000
Main office
9428 Baymeadows Rd, Suite 502
Jacksonville FL 32256
Advisors at this office
1
Most active in
Arizona · California · Florida · Maryland · 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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