361 Financial Planning, Inc.

Overview

361 Financial Planning, Inc. is an independent, corporately organized registered investment adviser that serves individual and family clients. The firm bills on a percentage-of-AUM basis and focuses on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. It identifies as a capital allocator and works with external managers rather than operating as a large internally managed investment platform. The firm does not describe itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices