Proactive Planning Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,082,814
Clients
69
Advisors
3
of 3 employees
About
Proactive Planning Wealth Advisory is a state-registered investment adviser that provides portfolio management, financial planning, and related services to individual and high-net-worth clients through managed accounts and one-time financial plans. The firm delivers advice and account management via accounts opened with the firm and may incorporate third‑party estate-document software as part of its planning services.
The firm tailors its investment recommendations to clients’ objectives, time horizons, and risk tolerances and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long- and short‑term trading as appropriate. It makes use of model portfolios and tax‑management tools available through its chosen custodian and conducts account reviews at least quarterly.
Noteworthy aspects include the firm’s use of promoter arrangements and participation in a national advertising program to generate leads, a form of endorsement-based marketing that the brochure highlights. The firm’s principal is also a licensed insurance agent who may offer commissionable insurance products (disclosed as occupying up to about 30% of their time), and the firm discloses potential conflicts arising from those dual roles while stating it performs due diligence on third‑party service providers that use artificial intelligence components.
Client services
Expertise
Fee options
$500 - $1,500 depending on complexity for estate planning related services
$0 - $100,000: 1.00% $100,001+: 1.25%
Main office
7221 West 79th Street, Suite 5
Overland Park KS 66204
Advisors at this office
3
Most active in
Kansas · Missouri
Also doing business as
Proactive Planning LLC · Proactive Planning Wealth Advisory
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Gary P
Series 65, Series 66
Overland Park, KS
Proactive Planning Wealth Advisory
Gary Pratt is a financial advisor at Proactive Planning Wealth Advisory in Overland Park, KS, with one year of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Meritrust Credit Union and Catholic Charities of Northeast Kansas. In addition to his advisory work, Pratt has been involved with One Alliance Property Management, LLC for over a decade. Proactive Planning Wealth Advisory is an independent firm providing portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing tools such as model portfolios, asset allocation, and tax-management techniques.
Michael S
Series 66
Overland Park, KS
Proactive Planning Wealth Advisory
Michael Sheerin is a financial advisor with Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Barber Financial Group, IHT Wealth Management, and APS Ventures, LLC. Sheerin is also a licensed insurance agent involved in the sale of various insurance products. Proactive Planning Wealth Advisory provides portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment recommendations based on client objectives and risk tolerances, using model portfolios, tax-management tools, and a range of investment strategies, with regular account reviews.
Damion B
Series 65
Overland Park, KS
Proactive Planning Wealth Advisory
Damion Bissonnette is a financial advisor at Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 65 designation. He has been with the firm since 2025 and has prior work experience at Petsmart. Proactive Planning Wealth Advisory is an independent, state-registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning services. The firm customizes investment strategies based on client objectives and risk tolerances, using various techniques including model portfolios and tax management, and conducts quarterly account reviews.
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