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361 Financial Planning Inc.
361 Financial Planning Inc. is a fee-only RIA providing financial planning and investment management for individuals and families in the US.
361 Financial Planning Inc.
361 Financial Planning Inc. was established as a fee-only registered investment advisor (RIA) offering fiduciary financial planning and investment management. The firm's structure reflects that of a typical independent RIA, catering to retail clients rather than large institutional mandates. Wealth origin for the firm itself is not publicly traceable, as it relies on client fees rather a family fortune. The firm's investment approach centers on strategic asset allocation across public equities, fixed income, and mutual funds, with a focus on long-term wealth accumulation and retirement readiness. Public records indicate the firm serves clients across the United States, though specific portfolio companies, co-investments, or direct holdings are not disclosed. The firm does not appear to operate alternative investment vehicles or fund structures beyond managed accounts. Team size and scale details remain undisclosed, with no publicly available information on professionals, offices, or ancillary vehicles such as foundations or operating businesses. A recent operational event was not verifiable from public sources, limiting the ability to assess current posture. The firm's limited public footprint suggests a local or regional client base. The key structural differentiator is the firm's fee-only RIA model, which aligns compensation with clients' independent interests rather than product sales. This setup reduces certain conflicts inherent in commission-based advice. However, the firm lacks the scale, deal flow, or proprietary strategies that characterize larger family offices or asset managers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
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.
Is 361 Financial Planning Inc. a single family office?
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.
Does 361 Financial Planning Inc. invest in alternative assets?
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.
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.
How is 361 Financial Planning Inc. compensated?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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