# 360 Financial Partners, LLC

> 360 Financial Partners, LLC is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 169280
- Filed as: 360 FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169280
- AdvisorCensus page: https://advisorcensus.com/firm/360-financial-partners-llc-mount-pleasant-sc-169280

## Quick answers

**How is 360 Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 360 Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does 360 Financial Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Flat fee: $500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is 360 Financial Partners, LLC located?**
360 Financial Partners, LLC's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is 360 Financial Partners, LLC registered with the SEC or a state?**
360 Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 169280.

**How much does 360 Financial Partners, LLC manage?**
360 Financial Partners, LLC reports $206,515,775 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have 360 Financial Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for 360 Financial Partners, LLC: Regulatory assets under management: $124,361,732 in the October 2022 data and $206,515,775 in the October 2026 data, up 66%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 360 Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (211); high net worth individuals (74); corporations or other businesses not listed above (4).

**Which custodians does 360 Financial Partners, LLC use?**
360 Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Stonex Financial Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 360 Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169280

**What changed in 360 Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $159,178,997 to $206,515,775 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Flat fee: $500 to $10,000 (financial planning services)

> 360 Financial Partners provides financial planning services under a fixed fee arrangement. A mutually agreed upon fixed fee is charged for financial planning services under this arrangement. There is a range for fees charged by 360 Financial Partners for financial planning services. The minimum fixed fee is $500, and the maximum fixed fee is generally no more than $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Stonex Financial Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $206,515,775
- Discretionary: $206,515,775
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 211 | $61,042,716 |
| High net worth individuals | 74 | $140,067,333 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $751,341 |
| Charitable organizations | 1 | $43,321 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $4,611,064 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 360fp.com
- Facebook @360-Financial-Partners-170349262980508
- LinkedIn @360-financial-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $124,361,732 | 3 | March 17, 2022 |
| October 2023 | $111,526,477 | 3 | February 3, 2023 |
| October 2024 | $134,665,332 | 3 | February 8, 2024 |
| October 2025 | $159,178,997 | 3 | February 21, 2025 |
| October 2026 | $206,515,775 | 3 | March 6, 2026 |

Regulatory assets under management: $124,361,732 in the October 2022 data and $206,515,775 in the October 2026 data, up 66%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $159,178,997 to $206,515,775 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 360 Financial Partners, LLC (CRD 169280): Form ADV filing data as of October 2026.