A complete list of active advisors currently associated with 360 Dividends

Warmer can help you find a great advisor at 360 Dividends or one who fits your needs even better.

360Dividends provides investment management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and small businesses. Its brochure describes a range of services including ongoing portfolio management, comprehensive and one‑time financial plans, real estate investment analysis, insurance planning, and tax‑related advice. The firm’s stated investment approach uses fundamental and technical analysis alongside passive investment management, with account supervision guided by client objectives and risk tolerances. It may accept discretionary authority for client accounts and also recommends and monitors third‑party outside managers, assisting clients with selection and onboarding. Noteworthy elements disclosed in the brochure include an affiliated tax preparation and accounting business owned by the firm’s principal, which is integrated into the comprehensive planning program and identified as a potential conflict of interest. The firm also offers hourly planning engagements, educational seminars, and formal selection of other advisers—features that are less common among peers—and reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2021.

To learn more about the advisors currently working at 360 Dividends, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.