361 Financial Planning, Inc.
361 Financial Planning, Inc. (CRD# 283581) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $2,426,880 in 24 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$101,120
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Martin Johnson (CRD# 2496863) is an Investment Advisor Representative working at 361 Financial Planning, Inc. in Walnut Creek, CA and has over 19 years of experience in the finance industry.