Wealth 360, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,619,279
Clients
142
Advisors
2
of 2 employees
About
Wealth 360, LLC provides financial planning, discretionary portfolio management, sub‑advisory services and retirement plan consulting to individuals, pension and profit‑sharing plans and corporations. The firm develops Financial Profiles and Investment Plans for clients and delivers either stand‑alone planning or ongoing portfolio management aligned with those plans.
Wealth 360 implements portfolios with a long‑term orientation using mutual funds, ETFs, individual stocks and bonds, and updates client plans as circumstances change. The firm supplements its analysis with outside counsel from Steinberger Consulting to inform model portfolios and specific investment decisions, and it offers ERISA‑related services including non‑discretionary advice and discretionary 3(38) investment management for retirement plans.
Notably, Wealth 360 serves other registered investment advisers as a sub‑adviser, accepting exclusive investment discretion for those engagements while the primary adviser retains client contact — a service arrangement that is uncommon among similarly sized peers. With roughly $95 million in AUM across about 142 clients and a two‑person advisory team, the firm pairs outsourced model‑portfolio input with fiduciary retirement plan services and participant education to support both individual and plan‑sponsor clients.
Client services
Expertise
Fee options
Financial planning services may be charged as fixed fees depending on scope; specific amounts not stated
$0 - $500,000: 1.35% $500,000 - $750,000: 1.25% $750,000 - $1,000,000: 1.15% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Charged for financial planning services; specific hourly rates not stated
Minimum fee: Minimum annual fee based on the complexity of the engagement; specific amount not stated Fee-only: Financial planning services charged on hourly or fixed fee basis, depending on scope; retainer of 50% typical
Main office
1400 Buford Highway, Suite M 4
Buford GA 30518
Advisors at this office
2
Most active in
Georgia · Texas
Also doing business as
Ace Capital Management · Alexander Investment Advisory, LLC · Wealth 360, 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
Quick links
Advisors at this firm
Christopher S
CFP®, Series 63, Series 65
Buford, GA
Wealth 360, LLC
Christopher Staples is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealth 360, LLC since 2011. The firm serves individual investors, pension and profit-sharing plans, and corporations, providing financial planning, discretionary portfolio management, and retirement-plan consulting. Wealth 360 is notable for its sub-advisory business, managing assets for other advisers and offering a range of ERISA services.
Rhonda G
CFP®
Buford, GA
Wealth 360, LLC
Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.
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