360Dividends fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly Fee engagements are offered at an hourly rate of $300 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“One‐Time Financial Plan The fee for a One‐Time Financial Plan can range between $2,500 and $10,000, based upon complexity.”

Monthly fee

$200/mo

“Otherwise, Comprehensive Financial Planning consists of an onboarding fee of $1,500 ‐ $5,000, and an ongoing monthly fee, paid in advance, of $200 ‐ $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 360Dividends bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “No rebate will be needed upon termination of the account if a client is not subject to the minimum annual advisory fee since investment advisory fees are paid in arrears; however any earned unpaid fees will be due to the Adviser.”
• “Any unearned portion of the minimum annual advisory fee paid in advance shall be refunded to the client upon termination with written notice.”

How 360Dividends’ fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Granite Bay that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Granite Bay that publish a flat or project fee charge less.

About 360Dividends

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 years).

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% a year

Employees

1

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

172101

Phone

(408) 909-7526

Other planners in Granite Bay that publish fees

• Dynamic Wealth Strategies, LLCGranite Bay$375/hr
• Parkshore Wealth ManagementGranite Bay$200/hr, $300
• Spectrum Wealth Advisory Group, LLCGranite Bay$500/hr, $1,500⁠-⁠$100,000
• True Worth Financial Planning LLCGranite Bay$300/hr, $750⁠-⁠$5,000

Compare all 7 planners in Granite Bay