Cynthia Derso
Proactive Wealth Strategies · Marietta, Georgia
Cynthia Derso is a fee-only financial advisor at Proactive Wealth Strategies in Marietta, Georgia. Proactive Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Proactive Wealth Strategies |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $315.8M across 1,200 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4146436 |
| Exams passed | Series 63 (2000) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pwsatlanta.com |
How Cynthia's firm compares
- Proactive Wealth Strategies's average account is about $263,000, from its Form ADV (assets managed divided by 1,200 accounts).
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Questions about Cynthia
Is Cynthia Derso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cynthia holds no broker registration, and Proactive Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cynthia charge for financial advice?
Cynthia's firm, Proactive Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cynthia Derso based?
Cynthia Derso is based in Marietta, Georgia.
Is Cynthia Derso registered with the SEC?
Yes. Cynthia Derso is registered as an investment adviser representative in GA (CRD 4146436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proactive Wealth Strategies manage?
Proactive Wealth Strategies reports $315.8M across 1,200 accounts in assets under management.
How do I contact Cynthia Derso?
Through Cynthia's website, pwsatlanta.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
- 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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