Choose The Plan That's Right For You
With three options to choose from, you get the right service for one predictible fixed monthly cost. Letting you keep more of your money.
360 Core
$25/Month
Ideal for those just starting out and learning about their personal finances. This membership focuses on building good habits and financial foundations.
Ideal Asset Size: $0 - $75,000
Features Include:
- One Dedicated Advisor
- Dashboard with all linked accounts
- Financial Goal Setting and Monitoring
- Debt Management Strategies
- Insurance Management & Analysis
- Home Purchase Program & Planning
- Auto Purchase Planning
- Monitoring Assets Held Elsewhere
- Employer Benefits Assistance
- Simple, Low-Cost Index Mutual Fund Portfolios
- Spouse Included for only $20/month
- 24/7 Messaging with your advisor
- Scheduled Quarterly Meetings With Advisor
360 Plus
$150/Month
This is a great option for those that have some assets already saved and are looking for a simple lower cost option with additional planning benefits.
Ideal Asset Size: $75,000 - $2,000,000
Features Include:
Everything in 360 Core Plus
- Retirement Readiness Analysis
- CPA and Attorney Access
- Social Security Income Planning
- Annuity Analysis and Planning
- More Customizable Portfolios with a focus on low-cost, diversifed ETFs.
- Spouse Included for only $15/month
- Monthly Scheduled Meetings with Your Advisor
360 Premium
$500/Month
For those with considerable assets that are looking for more customized portfolios while avoiding the expensive AUM fees charged by traditional advisors.
Ideal Asset Size: $2,000,000+
Features Include:
Everything in 360 Plus As Well As
- Fully Customizable Invest Portfolios with individual stocks, bonds, ETFs, Mutual Funds, Closed-End Funds and more.
- Estate Planning Techniques and Coordination
- Advanced Tax Mitigation Strategies and Coordination
- Spouse Included at No Cost
- Adult Children Get 50% off Plus or Core Pricing
- Unlimited Meetings with Your Advisor
Not Sure Which Plan Is Right For You?
Not a problem. Click the link below to schedule a free 30-minute consult with our advisors to go over features and benefits to each option.