Cory McPherson
ProActive Capital Management · Topeka, Kansas
Cory McPherson is a fee-only financial advisor at ProActive Capital Management in Topeka, Kansas. Cory focuses on retirement planning, estate & legacy planning and family wealth transfer. ProActive Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | ProActive Capital Management |
|---|---|
| Based in | Topeka, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.7M across 610 accounts |
| SEC registration | Investment adviser representative in KS · CRD 6632861 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pcmks.com |
| Profile |
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Questions about Cory
Is Cory McPherson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and ProActive Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, ProActive Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cory McPherson based?
Cory McPherson is based in Topeka, Kansas.
What does Cory specialize in?
Cory's specialties include retirement planning, estate & legacy planning and family wealth transfer. Cory works with retirees, pre-retirees and multi-generational families.
Is Cory McPherson registered with the SEC?
Yes. Cory McPherson is registered as an investment adviser representative in KS (CRD 6632861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProActive Capital Management manage?
ProActive Capital Management reports $170.7M across 610 accounts in assets under management.
How do I contact Cory McPherson?
Through Cory's website, www.pcmks.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- ProActive Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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