360 Wealth Planners is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of our clients.
Our firm is proud to be associated with Advisors Resource Council (ARC), an independent Registered Investment Advisory (RIA) firm. ARC empowers independent financial advisors by providing exceptional resources, collaborative wisdom, and flexible business models. This partnership allows us to enhance our service offerings and focus on delivering superior financial guidance and results for our clients. By maintaining our independence, we avoid pitfalls of proprietary products, sales quotas, and conflict of interests.
As part of our commitment to utilizing cutting-edge technology, we use AIQ for our investment management. AIQ's advanced analytics and artificial intelligence capabilities enable us to optimize investment strategies and deliver innovative solutions to our clients.
We work with multiple custodians to ensure the safekeeping of our clients' assets and provide robust platforms for executing trades and managing investments. Our primary custodians include:
LPL Financial
Charles Schwab
These relationships allow us to leverage extensive resources and infrastructure to better serve our clients, offering flexibility and choice in custodial services.
We have also built a network of subject matter experts to provide you with expertise in these areas. Learn more about our preferred partners that we will connect you with and work directly with to help you in every aspect of your life.
John Andrews
Financial Advisor
With nearly two decades of experience in asset management and advisor support, John Andrews brings a deep well of insight and leadership to 360 Wealth Planners. As a seasoned financial professional, John plays a pivotal role in expanding the firm's reach-leading initiatives in acquisitions, advisor recruitment, and retail wealth growth.
John's passion for financial planning was born from personal experience. Growing up in a small rural town where financial hardship was common, he witnessed the life-changing impact that sound financial guidance - or lack thereof - can have on families. These early experiences continue to fuel his mission: helping advisors thrive so they can better serve the people who rely on them.
Throughout his career, John has earned a reputation as a trusted partner to financial advisors across Texas and beyond. His expertise spans investments, marketing, client service, and asset management - making him a strategic ally for advisors navigating growth and transition.
When he's not partnering with advisors, you'll find John giving back to the community. He's an active member of All Saints Catholic Community, a YMCA coach, and a dedicated supporter of youth leadership through the Boy Scouts. At home, he enjoys time with family, cooking, golfing, and keeping a close eye on the markets.
At 360 Wealth Planners, John embodies our core values - collaboration, care, and a relentless commitment to advisor success.
Matt Welsh
Financial Advisor
Matt has been educating clients and acting as their Financial Pathfinder for over 13 years. Matt started his Financial Planning career with Edward Jones in 2003 and then moved to LPL Financial in 2005 to utilize LPL's independent structure ensuring he can advise and offer clients what is suitable for them.
He has lived in Texas for over 50 years and his wife, Lori, has lived here for almost 10 years after immigrating from Canada. He has a heart of service and loves teaching and sharing skills gained through work and volunteering. Matt currently volunteers his time with Mark9 Search and Rescue, a K9 based SAR team that is a free resource for Law Enforcement and Government Task Forces that help find missing people. In previous efforts Matt is the past President of the Rotary eClub of North Texas and a Martial Arts Instructor to at risk kids.
Brandon Day
Founder and President
Brandon has worked in the financial services industry since 2001. He is a Registered Representative and Investment Advisor Representative. In 2010 he joined LPL Financial to continue his ambition of starting his own firm. That became a reality in February of 2011as Brandon and two other partners launched the firm, 360 Wealth Management. Brandon's practice is based on his dedication to helping people and businesses pursue their financial goals with a hands-on approach through education. This philosophy focuses on creating the foundation of a trust based on quality service and commitment standards that allow for a long and successful business relationship with his clients. Brandon is the Chief Market Strategist for ARC and 360 Wealth Planners. He holds his CFP designation with LPL Financial.
Diann Irlbeck
Director of Client Services
Diann started her career in financial services in 1991. She has been affiliated with ARC since 2015 and currently serves as part of ARC's service team. Diann is licensed for securities, compliance, and life insurance.
She enjoys being part of the client's dreams and financial goals as well as assisting our advisors in providing the best for the people we serve.
When Diann is not in the office, she enjoys spending time with her family and playing with her fur babies. She and her husband, Les, have three children and are native Texans. Some of the hobbies Diann enjoys are reading, sewing, four-wheeling, and being part of her church family.
General Information |
Firm Start Year: | 2010 | |
No. of Employees: | 5-9 | |
Name of Broker/Dealer: | LPL Financial Services |
Name of Custodial Firm: | Charles Schwab |
Work with the following types of clients: | Individual Investors, Businesses |
Services |
Investment Types: | Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Bonds |
Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Annuity, Health, Life, Accident |
Firm Information |
Firm's Number of Clients: | 175 |
Firm's Number of Planning Clients: | 175 |
Firm's Number of Managed Clients: | 175 |
Assets Managed by Firm: | $70,000,000 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Compensation Methods: | Commissions, Based on Assets |
Fee % Based on Assets: | Varies |
Additional Details on Charges: | Costs are determined based on a number of factors. |
Disclosures |
https://www.360wealthplanners.com/general-disclsoures |
Additional Detailed Disclosures |
Disclaimer |
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA. Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA®," and "CERTIFIED INVESTMENT MANAGEMENT ANALYST®." Use of CIMA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals. Tax preparation services not offered by 360 Wealth Planners or LPL Financial. |
Mon. | 9:00 AM - 6:00 PM |
Tue. | 9:00 AM - 6:00 PM |
Wed. | 9:00 AM - 6:00 PM |
Thu. | 9:00 AM - 6:00 PM |
Fri. | 9:00 AM - 6:00 PM |
United States of America |
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