Fiduciary, Fee-Only Wealth 360, LLC operates as a fiduciary, fee-only financial planning firm with CFP designation, indicating a client-first advisory model that can be positioned to premium services for individuals, families, and business owners seeking transparent fee structures.

Small but Focused With a lean team of 2-10 employees, there is potential to upsell scalable advisory services, especially high-touch planning and portfolio management for growth-minded clients while leveraging partnerships for back-office support.

Technology Stack Utilizes modern marketing and operations tools (Google tracking, Calendly, AWS, WordPress, Shopify/WooCommerce, Google Workspace) that enable data-driven outreach, streamlined client onboarding, and potential cross-sell of digital financial products or services.

Revenue Potential Reported revenue in the $1M–$10M range suggests established client base and revenue trajectory; target opportunities could include expanded asset management, financial planning packages, and retirement/cestate planning add-ons to increase average revenue per client.

Market Positioning Positioned in a competitive field with large incumbents; selling points include fiduciary duty, CFP credentials, customized plans, and local Suwanee Georgia presence—offer advantages for local business owners and families seeking trusted, personalized guidance.