360 Financial Partners, LLC

Overview

360 Financial Partners, LLC is an SEC registered investment adviser based in Mount Pleasant, SC, registered since 2014. It reports $207M in assets under management across 539 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$207M

Discretionary

100%

Accounts

539

Average account

$383K

Employees

3

Advisory reps

3

Registered since

2014

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Dustin Joseph Hughes Managing Member, Chief Compliance Officer CRD 4898759
• Randall Dickson Teegardin Managing Member CRD 4297188

Advisory reps 3 of 3

• Dustin J Hughes Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4898759
• Randall D Teegardin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4297188
• David Leo Van Rensselaer Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5440950

Location

Headquarters

1081 Johnnie Dodds Blvd Ste 100
Mount Pleasant, SC 29464

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: 360fp.com

Every state, with registration dates

Similar firms near Mount Pleasant

• Apollon Wealth Management, LLCMount Pleasant, SC$11.6B AUM
• Apollon Financial, LLCMount Pleasant, SC$1.4B AUM
• Morris Financial Concepts, Inc.Mount Pleasant, SC$538M AUM
• Gunderson Capital ManagementMount Pleasant, SC$396M AUM
• Saos Capital, LLCMount Pleasant, SC$239M AUM