Proactive Planning Wealth Advisory

Overview

Proactive Planning Wealth Advisory is an independent, single-owner registered investment adviser operating as a limited liability company. The firm focuses on individual and family clients and provides portfolio management services for individuals and small businesses. Its revenue model combines AUM-based fees and fixed fees, and it also operates as an insurance broker—reflecting a hybrid advice-plus-insurance capability. The adviser does not market itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices