Firm
360 Wealth Creation
Austin, Texas
Fee-only
360 Wealth Creation at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $5,000 a year, above the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | 360wealthcreation.com |
| [email protected] | |
| Phone | (776) 811-7561 |
360 Wealth Creation fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Flat Annual Fee: $5,000" source
"Fee is equal to 1% of investment assets annually and includes financial planning." source
"Minimum Assets $500,000" source
"Fee is equal to 1% of investment assets annually and includes financial planning." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 339237 |