360 Ira fees and pricing
Financial planner in St. Charles, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, 360 Ira charges a flat or project fee of $99-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $99-$10,000
“If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client, or any unpaid earned fees will be due to 360. 360 reserves the right to waive the fee should the Client implement the plan through 360. 8 FIXED FEES Financial Planning Services are offered based on a flat fee…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 360 Ira bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, any unpaid earned fees will be due to 360 based on a pro-rata fee for the days service was provided in the final quarter.”
- “Fees for financial plans are due upon delivery of the completed plan.”
How 360 Ira’s fees compare
- Its flat or project fee of $99-$10,000 spans the Missouri median of $3,550. 61% of the 77 other Missouri planners that publish a flat or project fee charge less.
About 360 Ira
- Principal: Jeremy North
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Federal employees
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289783
- Phone
- (636) 896-4052
Can advise clients in 6 states: Alaska, Arkansas, Illinois, Missouri, Pennsylvania, Tennessee
Other planners in St. Charles that publish fees
- Fyra Capital ManagementSt. Charles$250/hr, $500-$10,000
- 25 FinancialSaint Louis$2,000-$5,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Aquilant AdvisorsSt. Louis$250/hr
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.