John York
ProActive Advisors · Lexington, Kentucky
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.
Request an introduction to John →
Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $56.8M across 68 accounts |
| SEC registration | Investment adviser representative in KY · CRD 7305948 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.proactiveadvisors.com |
| Profile |
How John's firm compares
- A one-time plan starts at $750, below the US median of $2,000 for fee-only firms that publish prices.
- ProActive Advisors's average account is about $835,000, from its Form ADV (assets managed divided by 68 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
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 Advisors 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.
See something wrong? Request a correction. Read our methodology.