Updated:
361 Financial Planning Inc.
361 FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in WALNUT CREEK, CA. The firm manages approximately $6 million in regulatory assets.
Overview
361 FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in WALNUT CREEK, CA. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
What services does 361 Financial Planning Inc. offer?
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.
What is the minimum account size at 361 Financial Planning Inc.?
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research 361 Financial Planning Inc. in Altss
Explore available research and relationship coverage for this adviser in Altss.