361 Financial Planning Inc.

The firm provides fee-only financial planning and investment management, including retirement planning, estate considerations, and tax-efficient portfolio strategies. Services are delivered via managed accounts rather than pooled fund structures. The firm operates under a fiduciary standard as an RIA.

No. Public records indicate the firm is a registered investment advisor (RIA) serving individual and family clients on a fee-only basis, not a family office. It does not manage a concentrated family fortune or operate with the structural characteristics of a single-family office.

Available public information does not show alternative asset investments such as private equity, hedge funds, real estate, or direct deals. The firm appears focused on traditional asset classes including public equities and fixed income through mutual funds and managed accounts.

The firm does not publicly disclose its minimum account size on its website or in public filings. Most fee-only RIAs serving retail clients set minimums in the range of $50,000 to $500,000, but this is speculative without confirmation from the firm.

The firm operates as a fee-only RIA, meaning it charges clients directly for advisory services rather than earning commissions from product sales. Compensation typically takes the form of a percentage of assets under management (AUM), a flat retainer, or hourly fees, though the specific fee schedule is not publicly disclosed.