# John York

> John York is a fee-only financial advisor at ProActive Advisors in Lexington, Kentucky. John charges a percentage of assets, a one-time planning fee and hourly fees (one-time plans from $750 and 0.5%–1.25% a year of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/john-york-7305948/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ProActive Advisors
- **Based in:** Lexington, Kentucky
- **Fee model:** Percentage of assets; One-time planning fee; Hourly
- **Fees (firm's website):** one-time plans from $750; 0.5%–1.25% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $56.8M across 68 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7305948 (https://adviserinfo.sec.gov/individual/summary/7305948)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 65 (2020)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.proactiveadvisors.com

## Frequently asked questions

### Is John York a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and ProActive Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John charges a percentage of assets, a one-time planning fee and hourly fees.

### How much does John charge?

According to ProActive Advisors's website, checked October 30, 2026: one-time plans from $750; 0.5%–1.25% a year of assets managed.

### Where is John York based?

John York is based in Lexington, Kentucky.

### What does John specialize in?

John's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. John works with pre-retirees and retirees.

### Is John York registered with the SEC?

Yes. John York is registered as an investment adviser representative in KY (CRD 7305948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ProActive Advisors manage?

ProActive Advisors reports $56.8M across 68 accounts in assets under management.

### How do I contact John York?

Through John's website, www.proactiveadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7305948): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://proactiveadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.