Proactive Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Financial planning services ranging from $1,000 to $10,000 as either a fixed fee or ongoing planning fee.”

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

How Proactive Wealth Management, Inc. bills

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

• “Business Clients are typically billed fees from $3,000 to $10,000 based on the scope of services.”
• “The investment advisory fee in the first billing period is prorated from the inception date of the account[s] to the end of the period.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Proactive Wealth Management, Inc.’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Utah median of $2,050. 75% of the 63 other Utah planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Draper that publish a flat or project fee charge less.

About Proactive Wealth Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

47

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$9,337,589

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301232

Website

pwmut.com (opens in new tab)

Phone

(801) 826-3985

Other planners in Draper that publish fees

• Coign Capital Advisors LLCDraper$700⁠-⁠$5,000
• Hanks Capital Management, LLCDraper$1,500⁠-⁠$2,500
• Medicus Wealth Planning, Inc.Draper$1,000⁠-⁠$3,500
• Navigate Private Wealth, LLCDraper$150⁠-⁠$450/hr, $400⁠-⁠$20,000

Compare all 7 planners in Draper