Firm
369 Financial
Jacksonville, Florida
Fee-only
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | 369financial.com |
| Phone | (904) 746-9485 |
369 Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $195 |
|---|---|
| Account minimum | None |
| How it charges | One-time plans or projects |
In the firm's words
"Tech Equity Review Session — $195" source
"We do not currently have an asset minimum." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 69 |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 307530 |