Primetrust Advisors LLC fees and pricing
Financial planner in Greenville, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Primetrust Advisors LLC charges a flat or project fee of $10,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000-$50,000
“In general, the Firm's flat fee ranges from $10,000 to $50,000 on an annual basis, depending upon the level and scope of the services required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Primetrust Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory service fees are billed monthly in arrears pursuant to the terms of the advisory services agreement.”
- “Asset-based fees are billed monthly in arrears based on the value of the assets on the last day of the prior month.”
- “Fees are generally billed monthly in arrears.”
How Primetrust Advisors LLC’s fees compare
- Its flat or project fee of $10,000-$50,000 is above the South Carolina median of $3,000. 98% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Greenville that publish a flat or project fee charge less.
About Primetrust Advisors LLC
“Investment Management Services PrimeTRUST offers investment advisory services to those institutions sponsoring various types of Retirement Plans, including defined benefit plans, cash balance pension plans, profit sharing plans, employee stock ownership plans, 401(k) plans, and 403(b) plans.”
- Firm size: 3 employees.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 26
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $421,567,644
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 141625
- Phone
- (864) 552-4020
Other planners in Greenville that publish fees
- Altamont Advisors LLCGreenville$150/hr
- Bca Private Wealth, Inc.Greenville$125-$500/hr, $2,000/yr
- Continuum Wealth Management, LLCGreenville$300/hr
- First There FinancialGreenville$2,500
- Hardin Capital Partners, LLCGreenville$300/hr
- Norris Financial Group, LLCGreenville$200/hr, $1,200-$2,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.