360 Financial Partners, LLC logo

360 Financial Partners, LLC

Updated today

Client assets under management

$201,110,049

Clients

285

26% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

95

High

Average account size

$705,649

About

360 Financial Partners provides investment advisory services to individual investors, including high‑net‑worth households, as well as retirement plan sponsors and plan participants. The firm offers asset management, written financial planning and consulting, variable annuity/sub‑account management, recommendations of third‑party money managers, and retirement plan fiduciary consulting and education.

The firm generally provides discretionary portfolio management and ongoing monitoring, working with clients through interviews and questionnaires to set objectives and permit reasonable account restrictions; it employs a mix of fundamental, technical and cyclical analysis and may use margin and option strategies where appropriate. For variable annuity and life contracts the firm uses limited discretion to select and exchange sub‑accounts and may utilize signal providers and periodic reviews of third‑party managers to guide allocations.

Compared with many peers, 360 Financial Partners is affiliated operationally with a broker‑dealer/custodian relationship (StoneX Financial Inc. and StoneX Securities Inc.), and its representatives also act as insurance agents and registered representatives—arrangements that can involve commissions or trail compensation that may be offset against advisory fees. The firm also explicitly permits margin borrowing in managed accounts, conducts client seminars and participant education, and manages about $206 million of assets with a three‑adviser team, a concentration that can affect how services and conflicts are administered.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Retirement income strategy Income planning Options & derivatives strategies

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Fixed fee arrangement for financial planning and consulting services from $500 to $10,000.

Percentage

$0 - $250,000: 2.00% annually for asset management services $250,001 - $500,000: 2.00% annually for asset management services $500,001 - $750,000: 2.00% annually for asset management services $750,001 - $1,000,000: 2.00% annually for asset management services >$1,000,000+: 2.00% annually for asset management services $0 - $250,000: 1.00% annually for retirement plan assets $250,001 - $500,000: 1.00% annually for retirement plan assets $500,001 - $750,000: 1.00% annually for retirement plan assets $750,001 - $1,000,000: 1.00% annually for retirement plan assets >$1,000,000+: 1.00% annually for retirement plan assets $0 - $250,000: 1.50% annually for variable sub-account management services $250,001 - $500,000: 1.50% annually for variable sub-account management services $500,001 - $750,000: 1.50% annually for variable sub-account management services $750,001 - $1,000,000: 1.50% annually for variable sub-account management services >$1,000,000+: 1.50% annually for variable sub-account management services

Commissions

Representatives may accept commissions for sale of securities and insurance products in their separate capacities; commissions are separate from advisory fees.

Other

Account minimum: $15,000 Minimum fee: Minimum account size of $15,000 for asset management services; minimum fixed fee for financial planning and consulting services is $500. Fee-only: Fixed fees for financial planning and consulting services ranging from $500 to $10,000.

Main office location

360 Financial Partners, LLC

1081 Johnnie Dodds Blvd., Ste 100

Mount Pleasant SC 29464, United States

Number of offices

1

Most active in

Georgia · Louisiana · North Carolina · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dustin H

Series 66

Mount Pleasant, SC

360 Financial Partners, LLC

Dustin Hughes is a Series 66-registered financial advisor with 21 years of industry experience. He is a partner and investment advisor representative at 360 Financial Partners, LLC in Mount Pleasant, SC, where he has worked since 2006. He is also associated with StoneX Securities Inc. Outside of advisory duties, Hughes is involved in insurance sales through 360 Financial Partners. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to manage accounts, offering services that include asset management, financial planning, and retirement plan consulting.

Retirement income strategy Income planning Options & derivatives strategies Retired Founder/Business Owner
user avatar

Randall T

Series 63, Series 66

Mount Pleasant, SC

360 Financial Partners, LLC

Randall Teegardin is a financial advisor at 360 Financial Partners, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with 360 Financial Partners since 2007. Outside of his advisory role, he is the owner and president of Oak Tees LLC, a business established to maintain property intended for his children’s future use. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm provides asset management, financial planning, retirement plan services, and variable annuity sub-account management, combining fundamental, technical, cyclical, and charting analysis in its investment approach.

Retirement income strategy Income planning Options & derivatives strategies Retired Founder/Business Owner
user avatar

David V

Series 66

Mount Pleasant, SC

360 Financial Partners, LLC

David Van Rensselaer Jr. is a financial advisor at 360 Financial Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with 360 Financial Partners since 2014. In addition to his advisory role, he is involved in managing an investment-related holding company focused on property upkeep and management. 360 Financial Partners serves individual investors, retirement plan sponsors, trusts, estates, and business entities, managing approximately $159 million in discretionary assets. The firm offers asset management, financial planning, retirement plan services, and manages accounts using a combination of fundamental, technical, cyclical, and charting analysis.

Retirement income strategy Income planning Options & derivatives strategies Retired Founder/Business Owner
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