Firm
ProActive Advisors
Lexington, Kentucky
Fee-only
ProActive Advisors at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 68 individual clients, 21 of them high net worth.
- Its average account is about $835,000 (assets it manages divided by its 68 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | proactiveadvisors.com |
| [email protected] |
ProActive Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $750 |
|---|---|
| Asset-based fee | 0.5% to 1.25% a year |
| How it charges | Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"Account Review / Second Opinion • Fee is $750 per engagement" source
"Assets Under Management Fee is 0.50 - 1.25% based on complexity & accounts under management." source
"Assets Under Management Fee is 0.50 - 1.25% based on complexity & accounts under management." source
"Assets Under Management Fee is 0.50 - 1.25% based on complexity & accounts under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $57 million |
| Individual clients | 47 |
| High-net-worth clients | 21 |
| Accounts managed | 68 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-69233) |
| Financial planning | Offered |
| Form ADV filed | March 1, 2026 |
| SEC record | CRD 147332 |