Fee-only adviser · Buford, GA
Wealth 360, LLC
Wealth 360, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Buford, Georgia. On its latest Form ADV, filed March 20, 2026, it reports $95M in regulatory assets under management, 142 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 141663 |
| Office | 1400 Buford Highway Suite M-4 Buford, GA 30518 |
| Phone | (678) 392-1155 |
| Website | www.wealth360advisors.com |
| Regulatory assets under management | $95M |
| Individual clients | 108 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Buford
- Paramount Investment Advisors $42M
- Legacitree Wealth Management, LLC $7.8M
- Piece of Wealth Planning LLC $1.8M
See all 4 fee-only advisers in Buford →
Nearby
- Sugar Hill 1 firm
- Suwanee 5 firms
- Cumming 5 firms
- Dacula 1 firm
- Johns Creek 4 firms
- Lawrenceville 1 firm
- Duluth 10 firms
- Grayson 1 firm
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