3
360 Dividends
Updated today
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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
360Dividends provides investment management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and small businesses. Its brochure describes a range of services including ongoing portfolio management, comprehensive and one‑time financial plans, real estate investment analysis, insurance planning, and tax‑related advice.
The firm’s stated investment approach uses fundamental and technical analysis alongside passive investment management, with account supervision guided by client objectives and risk tolerances. It may accept discretionary authority for client accounts and also recommends and monitors third‑party outside managers, assisting clients with selection and onboarding.
Noteworthy elements disclosed in the brochure include an affiliated tax preparation and accounting business owned by the firm’s principal, which is integrated into the comprehensive planning program and identified as a potential conflict of interest. The firm also offers hourly planning engagements, educational seminars, and formal selection of other advisers—features that are less common among peers—and reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2021.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Stock option exercise strategy
Roth conversion strategy
Cash flow / budgeting
Real estate investing
Fee options
Comprehensive Financial Planning onboarding fee $1,500 - $5,000; One-Time Financial Plan fee $2,500 - $10,000; Educational Seminars $0 - $2,000 per seminar or $0 - $200 per participant
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
$300 per hour for Financial Planning Hourly Fee
Minimum fee: Minimum annual fee of $3,600 per year Fee-only: Comprehensive Financial Planning onboarding fee $1,500 - $5,000; ongoing monthly fee $200 - $3,000; One-Time Financial Plan fee $2,500 - $10,000; Hourly Financial Planning $300 per hour; Educational Seminars $0 - $2,000 per seminar or $0 - $200 per participant
Main office location
360 Dividends
Granite Bay CA, United States
Number of offices
1
Most active in
360 Dividends has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
-
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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