Proactive Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$2,000/hr

“The fixed fee may range from $100 to $10,000 and on an hourly basis of $500 per hour to $2,000 per hour.”

Flat or project fee

$100⁠-⁠$10,000

From the same sentence as above.

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

How Proactive Wealth Strategies, LLC bills

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

• “The fee will be due and payable based upon PWS’s assistance and not based upon the ultimate completion of estate planning documents.”
• “This means that a client could have a fee payable to PWS prior to documents being completed.”
• “The fee will be due and payable based upon PWS’s assistance and not based upon the ultimate completion of planning documents.”

How Proactive Wealth Strategies, LLC’s fees compare

• Its hourly rate of $500-$2,000 is above the Georgia median of $250. 100% of the 169 other Georgia planners that publish an hourly rate charge less.
• 14 of the 14 other planners in Marietta that publish an hourly rate charge less.
• Its flat or project fee of $100-$10,000 spans the Georgia median of $5,000. 53% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Marietta that publish a flat or project fee charge less.

About Proactive Wealth Strategies, LLC

• Firm size: 4 employees.
• Founded: 2005 (21 years).

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

2.65% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

429

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$315,838,988

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318872

Website

facebook.com/proactivewealthstrategies (opens in new tab)

Phone

(770) 971-4142

Can advise clients in 9 states: California, Florida, Georgia, Louisiana, Maryland, North Carolina, South Carolina, Tennessee, Texas

Other planners in Marietta that publish fees

• American Financial Advisors, LLC.Marietta$150/hr, $500
• Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000⁠-⁠$15,000
• Brown Capital Advisors, LLCMarietta$2,000⁠-⁠$10,000, $30,000⁠-⁠$75,000/yr
• JPG Wealth ManagementMarietta$250/hr, $1,000⁠-⁠$15,000
• Kenwyck CapitalMarietta$300/hr, $3,000⁠-⁠$4,500
• Lassiter Financial Advisors, LLCMarietta$225/hr

Compare all 28 planners in Marietta