Proactive Financial Solutions 360, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Proactive Financial Solutions 360 provides discretionary asset management, financial planning, one‑time consulting and ERISA retirement‑plan advisory services to individuals and businesses. The firm also offers education and plan monitoring as a limited‑scope ERISA 3(21) fiduciary and delivers written account statements through custodians.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with the firm using fundamental, technical, charting and cyclical analysis and performing quarterly reviews for rebalancing and tax‑loss harvesting. The firm may hire sub‑advisors to manage all or portions of client assets and includes comprehensive financial planning for clients with $250,000 or more in managed assets.
A principal of the firm concurrently operates an accounting and tax‑preparation practice and spends roughly half of his time on that business; the brochure discloses this affiliation and frames it as a potential conflict of interest while noting clients are under no obligation to use those services. The firm also does not vote client proxies, may use outside sub‑advisors (with an additional sub‑advisor fee disclosed), and operates with a small advisory team, a combination that sets its integrated tax/accounting and advisory model apart from many peers.
Client services
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.30%
$325 per hour for consultation/one-time services
Main office
500 E. Washington St, #23
North Attleboro MA 02760
Advisors at this office
2
Most active in
Massachusetts · Rhode Island
Also doing business as
Pfs360 · Proactive Financial Solutions 360, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Vannak S
Series 63, Series 65
North Attleboro, MA
Proactive Financial Solutions 360, LLC
Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has a background that includes operating his own sole proprietorship and involvement with All Star Staffing, LLC. Outside of advisory work, he concurrently runs an accounting and tax-preparation practice. Proactive Financial Solutions 360 offers discretionary asset management, financial planning, consulting, and ERISA retirement-plan advisory services to individuals and businesses. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, utilizing fundamental, technical, charting, and cyclical analysis, with quarterly reviews that include rebalancing and tax-loss harvesting.
Christopher G
CFP®, Series 63
North Attleboro, MA
Proactive Financial Solutions 360, LLC
Christopher Gauthier is a CFP® professional with seven years of industry experience, currently serving at Proactive Financial Solutions 360, LLC in North Attleboro, MA. He has prior experience at firms including Corrigan Financial and Castro, Thresher and Oliviera P.C., and also owns and directs a tax and accounting services business. Proactive Financial Solutions 360 provides discretionary asset management, financial planning, retirement-plan advisory services, and consulting to individuals and businesses. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in tailoring investment programs, incorporates quarterly portfolio reviews, and offers comprehensive financial planning for clients managing $250,000 or more in assets.
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