What Is an Appropriate Fee for a Financial Advisor?
The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.
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Big Picture Planning
360 Financial’s purpose is to enrich your life by leading and navigating you through impactful financial events.
Common impactful events include:
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changing jobs
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moving to a new house
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retiring
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recession
We help simplify your financial planning process and cushion the effects of impactful financial events.
LifeWealth Process and Plan
Our LifeWealth Plan helps you reach your goals by focusing on what you can control as you pursue your financial independence.
The LifeWealth Process revolves around you and what matters to you the most. We look at four areas (which we call F.O.R.M) of your life to build a plan that’s individualized to your unique goals: Family, Occupation, Recreation, and Money.
Our process consists of three meetings:
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Discovery
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Design
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Deployment.
From there, we set the plan in motion, monitor it, and meet annually or bi-annually to review and realign.
Once your LifeWealth Plan is in place, you’ll feel more confident about the future and more assured you’re on track to reach your goals.
You’ll also be better prepared to deal with impactful financial events when they occur, knowing we will be right by your side.
Dedicated Investment Team
Your committee identifies opportunities to enhance your potential results by guiding you through market fluctuations.
They meet regularly to monitor rates, markets, and inflation. With over 200 years of experience, they keep you informed through monthly investment meeting notes and weekly market commentary.
4-Pillars of Wealth Planning
Estate Planning & Legacy
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Inheritance
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Marriage
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Gifting
Investing
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Bull Market/Bear Market
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Economic Recession
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New Job
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Promotion
Family Security
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College
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Loss of a Spouse
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Health Event
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Life Insurance
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Disability
Retirement Planning
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Vacation Home
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Age 62, 65, 73
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Travel & Fun
Tax Planning
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Retirement
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Tax Law Changes
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Sales of Assets
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CPA Tax Services
Business Owners & Planning
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Buying a Business
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Selling a Business
Building Lasting Relationships
Our mission is to build a lasting relationship based on trust and understanding.
You are not just a number at 360. You are supported by a dedicated 25-person team of specialists.
We pride ourselves on six core values:
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Confidence
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Positivity
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Problem Solving
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Community Impact
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Integrity
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Going Above and Beyond to Serve You Best
We are a fee-based SEC-registered investment advisory firm established in 1995 by our founder and president, Mike Rogers.
“Where everyone knows your name… and we’re always glad you came.”
– Song by Gary Portnoy and Judy Hart-Angelo
We’d love to learn about your financial ambitions to determine if we’re a good fit for each other. We invite you to schedule a no-obligation 15-minute call to discuss your challenges and goals.
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Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
Speak with a Fiduciary Financial Advisor
Get the best financial guidance for your exact situation and goals.
No more cookie-cutter solutions or high-cost products.
360's Advisory Team
Mike Rogers, AIF®
President and Founder
Mike Rogers is the President and founder of Wayzata-based 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.
Brian Bohnsack, AIF®
Senior Vice President
Brian Bohnsack is a financial advisor and the Managing Principal of 360's Elk River Office. Brian has a wide range of experience in financial services, accounting, insurance, and management.
Michael Urch, CFP®
Senior Wealth Manager
With over 10 years of experience, Michael advises his clients on all areas of wealth management. He graduated magna cum laude from Bethel University with a BA in economics and finance and a minor in mathematics.
Dan Mahoney, CFP®
Senior Vice President
Dan has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.
Will Grant, CFP® CPWA®
Wealth Manager
As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. His process is designed to pursue each client’s objective.
Tom Whitnah
Senior Vice President
Tom has been providing financial and advisory services to clients for 32 years. Prior to joining 360, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with his clients’ goals.
Ryan Trebil, CFA®
Senior Wealth Manager
With over 20 years experience, Ryan is a Chartered Financial Analyst® specializing in investment management strategies designed to build generational wealth for high-net-worth families.
Jeff Thompson
Senior Vice President
Jeff brings 22 years of financial planning experience to his clients, specializing in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.
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