360 Wealth Creation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
This fee-only registered investment adviser, formed in late 2025 and registered in 2026, provides wealth management and comprehensive financial planning for individuals and high-net-worth clients. Services described in the brochure include ongoing portfolio management, retirement and college planning, tax and estate planning support, business planning, insurance review, and option for socially conscious (ESG) investing.
The firm develops individualized investment policies and implements asset-allocation driven portfolios using a mix of passive and active vehicles, with account supervision consistent with stated objectives and risk tolerance; it may manage accounts on a discretionary or non-discretionary basis. Investment management is delivered exclusively through a wrap fee program that combines advisory services and transaction execution, and the firm also will recommend but not directly place clients into alternative investments when appropriate.
Noteworthy features include the firm’s exclusive use of a wrap fee sponsor model—a structure that is uncommon among independent solo-advisor firms—and that it is a recently established, single-principal firm with professional planning credentials and the chief compliance officer serving as the principal. The brochure also discloses reliance on institutional custodial platforms (Schwab and Altruist), a willingness to waive account minimums on a case-by-case basis, and a trading practice of implementing client trades on an individual rather than aggregated block basis.
Client services
Expertise
Fee options
1% of assets under management, paid quarterly in arrears
At termination of financial planning before plan delivery, an hourly fee of $250 per hour for work done
Account minimum: $500,000 Fee-only: Financial planning initial fee up to $6,000 (may be reduced or waived), and recurring quarterly fee ranging from $1,000 to $1,500
Main office location
360 Wealth Creation
Austin TX, United States
Number of offices
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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