# 361 Financial Planning, Inc.

> 361 Financial Planning, Inc. is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 283581
- Filed as: 361 FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283581
- AdvisorCensus page: https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581

## Quick answers

**How is 361 Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), 361 Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 361 Financial Planning, Inc. located?**
361 Financial Planning, Inc.'s principal office is in Walnut Creek, CA, according to its Form ADV.

**Is 361 Financial Planning, Inc. registered with the SEC or a state?**
361 Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283581.

**How much does 361 Financial Planning, Inc. manage?**
361 Financial Planning, Inc. reports $5,198,124 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (0% discretionary).

**What types of clients does 361 Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23).

**Does 361 Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283581

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,198,124
- Discretionary: $0
- Non-discretionary: $5,198,124

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $3,016,020 |
| High net worth individuals | Fewer than 5 | $1,896,808 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $285,296 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 361 Financial Planning, Inc. (CRD 283581): Form ADV filing data as of October 2026.