# PROACTIVE PLANNING WEALTH ADVISORY

PROACTIVE PLANNING WEALTH ADVISORY of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 330272
- Type: SEC-registered investment adviser
- Location: 7221 WEST 79TH STREET, OVERLAND PARK, KS, 66204
- Phone: 913-568-1441
- Latest filing: 2026-02-18
- Regulatory AUM: $35.8M
- Discretionary AUM: $34.1M
- Non-discretionary AUM: $1.7M
- Clients: 1
- Accounts: 261

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330272/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330272/similar
- Related entities: https://search.stillhousedata.com/firm/330272/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330272

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.