RIA Intel›Advisers›Kansas›PROACTIVE PLANNING LLC

PROACTIVE PLANNING LLC

Advisory

OVERLAND PARK, KS

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in KS

#267

of 271 advisers by AUM

Average account

$137K

across 261 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$34M

Non-Discretionary AUM$2M

Discretionary %95.2%

Total Clients115

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

115 clients

The full client-type breakdown and the share of AUM each category represents.

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