Advisor at Three Sixty Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Three Sixty Wealth Management, LLC
Location
Harrison, AR
Credentials
Series 66
Industry experience
11 years
Logan Spaw is a financial advisor at Three Sixty Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Stone Financial and Wealth Advisors and WealthPath Investment Advisors. Outside of his advisory role, he is involved in parking lot maintenance through Seal-A-Lot Cowboys and is a licensed insurance professional with Three Sixty Insurance Group. Three Sixty Wealth Management, LLC is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental investment approach with customized portfolios and offers comprehensive wealth management, discretionary investment management, financial planning, and retirement plan advisory services.
Based on Three Sixty Wealth Management, LLC
Based on Three Sixty Wealth Management, LLC
Custom and business consulting fees individually negotiated based on scope of work.
$0+: up to 1.50% annually (negotiable, based on complexity, asset level, and relationship) $0+: up to 1.50% annually (negotiable, based on size and complexity) for retirement plan advisory services
360WM may receive commissions from insurance products sold through its affiliate 360 Insurance.
Account minimum: $1,000,000 Fee-only: Wealth management fees based on assets under management, paid quarterly in advance; fees may be negotiable.
Harrison, AR
Arkansas · Texas
CWM, LLC
2024 - 2024 (1 year)
Three Sixty Wealth Management, LLC
2020 - Present (6 years)
WealthPath Investment Advisors
2019 - 2020 (1 year)
Pensionmark Financial Group
2019 - 2020 (1 year)
AE Wealth Management, LLC
2019 - 2019 (1 year)
Reframe Wealth, LLC
2018 - 2020 (2 years)
Stone Financial and Wealth Advisors, LLC
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Harrison, AR
Fountain Financial & Tax
Series 63, Series 65
Harrison, AR
Stone Financial
Series 66
Harrison, AR
Deep Roots Capital
Series 65
Western Grove, AR
FamilyWealth
Series 63, Series 66
Harrison, AR
Benjamin F. Edwards & Company, Inc.
Series 63, Series 66
Harrison, AR
Benjamin F. Edwards & Company, Inc.
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