360 Aviation Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,604,167
Clients
28
46% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$343,006
About
The firm provides investment management, ongoing financial planning, and tax return preparation through a third‑party tax service to individuals, high‑net‑worth clients, and pension and profit‑sharing plans. It also offers consulting and advisory services for retirement plans, including assistance with plan design and fiduciary considerations.
Investment programs are guided by Modern Portfolio Theory and implemented primarily through passive, asset‑class allocations using index mutual funds and ETFs, with individualized investment policy statements and discretionary authority to manage accounts. The firm uses a single custodial platform and schedules regular account reviews and plan monitoring, typically on a quarterly basis.
What distinguishes the firm from many solo independent advisers is its provision of pension consulting alongside retail wealth management and its integration of tax preparation services — offerings that are relatively uncommon among peers. The principal is also licensed to sell insurance products and operates an aviation‑themed podcast, features that reflect additional business activities and potential niche expertise while creating disclosed conflicts of interest to be managed.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General retirement planning
Passive / index investing
Fee options
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $8,000,000: 0.50% $8,000,001+: 0.35%
Approximately $250 per hour for financial planning services.
Fee-only: Ongoing financial planning fee: $6,000 annually, billed quarterly at $1,500 per quarter. Hourly rate: $250 per hour for approximately 24 hours per typical client.
Main office location
360 Aviation Advisors, LLC
9202 Aviation Blvd Nw, Ew3
Concord NC 28027, United States
Number of offices
1
Most active in
360 Aviation Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Georgia · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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