# 361 Financial Planning Inc.

361 Financial Planning Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** 361planning.com

## Regulatory record

- **CRD number:** 283581
- **SEC file number:** 801-107739
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283581

## About

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.

## Sectors

- Financial Planning

## 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.

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Last updated: 2026-08-10T23:49:37.812Z

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