Advisor at 360 Aviation Advisors, 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
360 Aviation Advisors, LLC
Location
Concord, NC 28027
Credentials
CFP®, Series 63, Series 65
Industry experience
11 years
Timothy Pope is a CFP® professional with 11 years of industry experience, currently serving as the principal advisor at 360 Aviation Advisors, LLC. His prior roles include positions at Cetera Investment Advisers and The Vanguard Group. He hosts the "Pilot’s Portfolio" podcast, which focuses on financial planning for professional pilots. 360 Aviation Advisors serves individual investors, including high-net-worth clients, and sponsors of pension and profit-sharing plans, providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a Modern Portfolio Theory-based approach with primarily passive allocations and integrates financial planning with ongoing portfolio management.
Based on 360 Aviation Advisors, LLC
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $8,000,000: 0.50% $8,000,001+: 0.35%
Approximately $250 per hour for financial planning
Minimum fee: Ongoing financial planning fee is $6,000 annually, paid quarterly at $1,500 per quarter (negotiable in certain cases) Fee-only: Ongoing financial planning fee $6,000 annually; $250/hour typical rate for financial planning (about 24 hours per year)
9202 Aviation Blvd Nw, Ew3
Concord, NC 28027
California · Florida · Georgia · North Carolina · Texas
360 Aviation Advisors Insurance, LLC
2025 - Present (1 year)
360 Aviation Advisors, LLC
2025 - Present (1 year)
Cetera
2020 - 2025 (5 years)
Cetera Investment Services Llc
2020 - 2025 (5 years)
PNC Investments, LLC
2018 - 2020 (2 years)
Elite Lawn and Tree Care, LLC
2017 - 2018 (1 year)
THE Vanguard Group, Inc.
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 65
Charlotte, NC
Lake Effect Wealth LLC
CFP®
Charlotte, NC
Flat Fee Financial LLC
As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
Series 65
Charlotte, NC
Goldfarb Wealth Advisors
CFP®, Series 63
Huntersville, NC
Abundant Advisors, LLC
CFP®, CFA®, Series 63, Series 65
Charlotte, NC
Forward Wealth Management, LLC
CFP®, Series 63, Series 66
Charlotte, NC
Front Porch Financial Advisory
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")