Lawrence York
ProActive Advisors · Lexington, Kentucky
Lawrence York is a fee-only financial advisor at ProActive Advisors in Lexington, Kentucky. Lawrence 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.
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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, TX · CRD 1264745 |
| Exams passed | Series 63 (1984) · Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.proactiveadvisors.com |
| Profile |
How Lawrence'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).
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Questions about Lawrence
Is Lawrence York a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence 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 Lawrence charge for financial advice?
Lawrence charges a percentage of assets, a one-time planning fee and hourly fees.
How much does Lawrence 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 Lawrence York based?
Lawrence York is based in Lexington, Kentucky.
What does Lawrence specialize in?
Lawrence's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Lawrence works with pre-retirees and retirees.
Is Lawrence York registered with the SEC?
Yes. Lawrence York is registered as an investment adviser representative in KY and TX (CRD 1264745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ProActive Advisors manage?
ProActive Advisors reports $56.8M across 68 accounts in assets under management.
How do I contact Lawrence York?
Through Lawrence'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.
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