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About Us

Who is 360 Wealth Planners? 

360 Wealth Planners is a team of independent advisors dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of our clients.

About Our Firm

360 Wealth Planners is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of our clients.

Our firm is proud to be associated with Advisors Resource Council (ARC), an independent Registered Investment Advisory (RIA) firm. ARC empowers independent financial advisors by providing exceptional resources, collaborative wisdom, and flexible business models. This partnership allows us to enhance our service offerings and focus on delivering superior financial guidance and results for our clients. By maintaining our independence, we avoid pitfalls of proprietary products, sales quotas, and conflict of interests.

 

As part of our commitment to utilizing cutting-edge technology, we use AIQ for our investment management. AIQ's advanced analytics and artificial intelligence capabilities enable us to optimize investment strategies and deliver innovative solutions to our clients.

 

We work with multiple custodians to ensure the safekeeping of our clients' assets and provide robust platforms for executing trades and managing investments. Our primary custodians include:


LPL Financial
Charles Schwab


These relationships allow us to leverage extensive resources and infrastructure to better serve our clients, offering flexibility and choice in custodial services.

We have also built a network of subject matter experts to provide you with expertise in these areas. Learn more about our preferred partners that we will connect you with and work directly with to help you in every aspect of your life.

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Let’s discuss how we can help you achieve YOUR financial goals

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At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.

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Enhance Your Financial Strategy
with CPA-Financial Advisor Collaboration

Discover how this collaboration can boost your wealth strategy. Download our free guide now or ask us how it applies to your unique situation!

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Phone: (972) 421-1374

Address: 15110 DALLAS PKWY

STE 500

Dallas, TX 75248

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No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.​ Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA®,” and “CERTIFIED INVESTMENT MANAGEMENT ANALYST®.” Use of CIMA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. Tax preparation services not offered by 360 Wealth Planners or LPL Financial.

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