360 Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
360 Financial Partners reports 292 clients. They include 211 individual clients, 74 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($207M across 539 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 30% |
| High-net-worth individuals | 25% | 68% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 211 | $61M | 29.6% | $289K |
| High-net-worth individuals | 74 | $140M | 67.8% | $1.89M |
| Pension and profit-sharing plans | Fewer than 5 | $751K | 0.4% | $376K |
| Charitable organizations | Fewer than 5 | $43.3K | 0.0% | $43.3K |
| Corporations and other businesses | Fewer than 5 | $4.61M | 2.2% | $1.15M |
| Total | 292 | $207M | 100% | — |
- Clients
- 211
- Regulatory AUM
- $61M
- AUM share
- 29.6%
- Avg. per client
- $289K
- Clients
- 74
- Regulatory AUM
- $140M
- AUM share
- 67.8%
- Avg. per client
- $1.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $751K
- AUM share
- 0.4%
- Avg. per client
- $376K
- Clients
- Fewer than 5
- Regulatory AUM
- $43.3K
- AUM share
- 0.0%
- Avg. per client
- $43.3K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.61M
- AUM share
- 2.2%
- Avg. per client
- $1.15M
Total
- Clients
- 292
- Regulatory AUM
- $207M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
360 Financial Partners charges up to 2.00% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting (fixed fee)
- Consulting is a mutually agreed fixed fee with a $500 minimum and a maximum generally no more than $10,000.
- Financial planning (fixed fee)
- Financial planning is a mutually agreed fixed fee with a $500 minimum and a maximum generally no more than $10,000.
- Retirement plan services
- For retirement plan sponsor clients, the annual fee is a percentage of plan assets, up to 1.00%, billed quarterly in advance and negotiable.
- Variable sub-account management
- Management of variable annuity and variable life contracts is an annual fee of up to 1.50% of contract value, paid quarterly in advance.
Dustin Hughes owns 50% to 75% of 360 Financial Partners. The leadership team of 360 Financial Partners includes Chief Compliance Officer Dustin Hughes. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of 360 Financial Partners, LLC
Dustin Hughes
Control person · since August 2006
- Owns 50% to 75% of 360 Financial Partners, LLC
Randall Teegardin
Control person · since July 2007
360 Financial Partners’ regulatory assets grew 1.7× from $124M (March 2022) to $207M (March 2026); clients were 292 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $207M | 292 | 3 | 1 |
| Feb 2025February 2025 | $159M | 288 | 3 | 1 |
| Feb 2024February 2024 | $135M | 290 | 3 | 1 |
| Feb 2023February 2023 | $112M | 285 | 3 | 1 |
| Mar 2022March 2022 | $124M | 288 | 3 | 1 |
Besides its headquarters, 360 Financial Partners has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 1081 Johnnie Dodds BLVD., Ste 100, Mount PleasantHQ
Contact and registration details
- Legal name
- 360 Financial Partners, LLC
- Headquarters
- 1081 Johnnie Dodds BLVD., Ste 100, Mount Pleasant, SC 29464
- Website
- 360financialpartners.com
- Phone
- 843-216-1077
- @360-financial-partners
- SEC file
- 801-123075
- Founded
- 2006
- Structure
- South Carolina LLC
- Fiscal year end
- December
360 Financial Partners’ named custodian for separately managed accounts is Stonex Financial ($193M). 360 Financial Partners does not have custody of client assets.
- Stonex FinancialStonex Financial Inc. · Winter Park, FL · $193M100%
At year end, 360 Financial Partners’ separately managed accounts were mostly in funds (71%) and stocks (24%).
What the accounts hold
- Stocks24%
- Funds71%
- Cash4%
- Other1%
- Fee-based annuities1%
How many clients does 360 Financial Partners have?
360 Financial Partners has 292 clients and manages $207 million for them, as of March 2026. They include 211 individual clients, 74 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does 360 Financial Partners offer?
360 Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does 360 Financial Partners charge?
360 Financial Partners charges up to 2.00% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: ADV PART 2A: DISCLOSURE BROCHURE, filed 6 March 2026
Which custodians does 360 Financial Partners use?
360 Financial Partners’ separately managed account assets are held at Stonex Financial Inc. (Winter Park, FL), with $193M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does 360 Financial Partners have?
360 Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 360 Financial Partners invest in?
At the end of its last fiscal year, 360 Financial Partners’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 4% cash and equivalents and 1% other. The 1% other category is described as: Fee-Based Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 360 Financial Partners?
360 Financial Partners’ direct owners are Dustin Hughes (50% to 75%) and Randall Teegardin (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does 360 Financial Partners get paid?
360 Financial Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 360 Financial Partners?
360 Financial Partners’ main office is at 1081 Johnnie Dodds BLVD., Ste 100, Mount Pleasant, SC 29464. Its phone number is 843-216-1077. Its website is 360financialpartners.com.
