# Proactive Planning Wealth Advisory

Proactive Planning Wealth Advisory is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, Kansas, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** myproactiveplan.com
- **LinkedIn:** https://www.linkedin.com/company/proactive-wealth

## Regulatory record

- **CRD number:** 330272
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330272

## About

Proactive Planning Wealth Advisory was established in 2024 as a registered investment adviser in Overland Park, Kansas. The firm entered the market in the aftermath of the 2023 regional-bank failures, a period that triggered a notable migration of advisor talent and client assets toward independent fiduciary structures. Its formation reflects a recurring pattern: experienced advisors leaving platform firms to build lean, planning-led practices in suburban markets with strong household-wealth density. The Overland Park location places it inside the broader Kansas City metro, a region with a mature base of corporate executives, business owners, and retiree households — all typical clients for a start-up RIA. The firm delivers a standard RIA service stack: comprehensive financial planning, investment policy design, portfolio construction, and ongoing discretionary management. It targets individuals and high-net-worth households, though no minimum asset threshold is publicly stated, which is common for start-up RIAs building early AUM through broad planning relationships rather than institutional mandates. Asset-class coverage is not publicly detailed, but its discretionary mandate typically involves constructing portfolios using individual equities, bonds, ETFs, and mutual funds — a model that serves the mass-affluent to lower-HNW segment effectively. Geographic reach concentrates on the Kansas City metro and surrounding Midwestern communities, where proximity-based trust still drives advisory selection. It has not disclosed team size, additional offices, or affiliated vehicles such as a tax practice or family-office services arm. The firm does not appear in SEC filings as a large adviser, consistent with a sub-$100 million AUM profile operating under state registration. For context, the majority of new RIAs reach the $100 million SEC-registration threshold after three to five years, if they reach it at all. May 2024: The firm launched operations in Overland Park, Kansas, beginning the build of an RIA book in the Kansas City metro. Structurally, Proactive Planning Wealth Advisory represents the classic RIA start-up path: a fiduciary shop without proprietary products or broker-dealer affiliation, competing on planning depth rather than brand or investment-product manufacturing. Its independence is its structural differentiator relative to the wirehouses and bank-owned advisory arms that dominate the Kansas City wealth market. The firm's long-term posture will depend on whether it stays solo, merges into a larger RIA aggregator, or builds toward multi-advisor scale — a fork that defines the first decade of most RIA foundations.

## Related profiles

- [Proactive Financial Solutions 360](https://altss.com/profile/proactive-financial-solutions-360)
- [Proactive Wealth Strategies](https://altss.com/profile/proactive-wealth-strategies)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/proactive-planning-wealth-advisory

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology