# Proactive Financial Solutions 360, LLC

> Proactive Financial Solutions 360, LLC is a state-registered investment advisory firm in North Attleboro, MA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 304440
- Filed as: PROACTIVE FINANCIAL SOLUTIONS 360, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Attleboro, MA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304440
- AdvisorCensus page: https://advisorcensus.com/firm/proactive-financial-solutions-360-llc-north-attleboro-ma-304440

## Quick answers

**How is Proactive Financial Solutions 360, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Proactive Financial Solutions 360, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Proactive Financial Solutions 360, LLC located?**
Proactive Financial Solutions 360, LLC's principal office is in North Attleboro, MA, according to its Form ADV.

**Is Proactive Financial Solutions 360, LLC registered with the SEC or a state?**
Proactive Financial Solutions 360, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304440.

**How much does Proactive Financial Solutions 360, LLC manage?**
Proactive Financial Solutions 360, LLC reports $19,050,060 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does Proactive Financial Solutions 360, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (3).

**Does Proactive Financial Solutions 360, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304440

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,050,060
- Discretionary: $19,050,060
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $15,000,060 |
| High net worth individuals | 3 | $4,050,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pfs360llc.com
- Facebook @Proactive-Financial-Solutions-360-107898597654646
- Instagram @pfs_360
- LinkedIn @proactive-financial-solutions-360-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proactive Financial Solutions 360, LLC (CRD 304440): Form ADV filing data as of October 2026.