Proactive Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Should a terminated client request post-management client services such as requests for duplicate statements, cost basis information, tax reporting assistance, and estate administration help these services may be billed at our standard hourly financial planning rate of $250.00 per hour and will be disclosed in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Proactive Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “At our sole discretion, fees may be negotiable.”
• “New client’s accounts commencing between quarters are billed on a pro rata basis for the remaining days in the quarter.”
• “Accounts established within two weeks before the end of the quarter are typically billed at the start of the next quarter and include the days of the prior quarter.”

How Proactive Advisors, LLC’s fees compare

• Its hourly rate of $250 matches the Kentucky median of $250. 42% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 5 of the 11 other planners in Lexington that publish an hourly rate charge less.

About Proactive Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

68

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$56,800,715

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147332

Website

proactiveadvisors.com (opens in new tab)

Phone

859-263-1117 X222

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Ballast, Inc.Lexington$200⁠-⁠$10,000
• Blue Castle WealthLexington$125/hr, $250⁠-⁠$2,500
• Context Financial LLCLexington$150⁠-⁠$250/hr, $500⁠-⁠$4,000
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000

Compare all 27 planners in Lexington