360 Financial fees and pricing
Financial planner in Wayzata, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, 360 Financial charges $325 an hour and a flat or project fee of $600-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Our hourly fee is $325. 360 Financial will invoice you at the time of delivery of the fee and will communicate with you if the estimated hours of financial planning/consulting services have changed.”
- Flat or project fee
- $600-$20,000
“360 Financial charges a fixed fee for financial planning between $600 and $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 360 Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “Unless indicated otherwise in writing, LPL bills on cash.”
- “The fixed fee is paid quarterly in advance.”
How 360 Financial’s fees compare
- Its hourly rate of $325 is above the Minnesota median of $263. 67% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Wayzata that publish an hourly rate charge less.
- Its flat or project fee of $600-$20,000 spans the Minnesota median of $5,250. 72% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About 360 Financial
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Principal: Michael Rogers
- Firm size: 16 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.6% a year
- Clients
- 1,177
- Employees
- 16
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $700,535,009
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168600
- Phone
- (952) 542-8900
Can advise clients in 13 states: Arizona, California, Florida, Iowa, Illinois, Louisiana, Massachusetts, Minnesota, Nebraska, New York, Oregon, Texas, Wisconsin
Other planners in Wayzata that publish fees
- Perceptive Edge Investment Management, Inc.Wayzata$200-$400/hr, $10,000-$80,000/yr
- Wellencourt Wealth Management LLCWayzata$150/hr
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.