Proactive Financial Solutions 360, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,050,060
Clients
53
6% high-net worth
Advisors
1
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
TypicalAverage account size
$359,435
About
Proactive Financial Solutions 360, LLC is a registered investment adviser that offers discretionary asset management, financial planning, and ERISA plan services to individual and business clients. As of December 31, 2025 the firm reported approximately $19.05 million in assets under management across about 53 client relationships and operates with a single advisory professional.
The firm builds client-specific strategies based on stated goals, time horizon, and risk tolerance, provides quarterly account reviews with attention to allocation, rebalancing, and tax-loss harvesting, and may hire sub‑advisors to implement model strategies while retaining authority to select and terminate those sub‑advisors. PFS 360 generally requires discretionary trading authority but allows clients to impose written restrictions and receives periodic account statements from custodians.
A notable feature of the firm is its integration with accounting and tax services: the brochure discloses that the principal provides accounting and tax preparation services, spends about 50% of his time on that practice, and has operated a related tax entity, a relationship the firm says is mitigated through disclosure and client choice. The brochure also notes that clients with $250,000 or more in managed assets may receive financial planning services at no additional cost and that the firm does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement income strategy
Tax strategies for small businesses
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 financial planning services
Fee-only: Financial planning charged hourly at $325/hour
Main office location
Proactive Financial Solutions 360, LLC
500 E. Washington St, #23
North Attleboro MA 02760, United States
Number of offices
1
Most active in
Proactive Financial Solutions 360, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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