360 Wealth Creation fees and pricing

Financial planner in Austin, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 3, 2026, 360 Wealth Creation charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “In the event of early termination prior to delivery of the initial comprehensive financial plan, the Client will be responsible for fees earned by 360 Wealth, based on our hourly rate of $250, up to the date of termination.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are negotiable and some fees may vary by Client for similar services.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“Fees are paid quarterly in arrears, ranging from $1,000 to $1,500.”

Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
12 of the 57 other planners in Austin that publish an hourly rate charge less.

Principal: Autumn Lax
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2025.

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% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339237
Website: 360wealthcreation.com (opens in new tab)
Phone: (512) 300-6376

Can advise clients in 3 states: California, New York, Texas

Is something on this page wrong or out of date?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.