Firm Disclosures

BrokerCheck By FINRA

As a financial advisor we are required to make certain disclosures available at the start of any Advisory relationship. We go further by making them available on our website. The ADV is a document we file with the SEC that describes our business practices, fees, conflicts of interest, and disciplinary information.

What Sets Us Apart
  • Independent Fiduciary
  • Decades of Experience
  • Personal Guidance
  • Rooted in Community
For All Clients
For Individual/Retail Clients
TESTIMONIALS

What Our Clients Say

Read All Testimonials
Get in Touch

Every Plan Begins With a Conversation.

Have a Question or Idea?
We’d like to hear from you. Share your goals or questions — we’ll respond with guidance that fits your needs.
Call Us 864-552-4020
Email Us support@primetrustadvisors.com
Let’s Start the Conversation

* Fields marked with an asterisk are required

By submitting this form you agree to our Privacy Statement. PrimeTRUST Advisors will only use your information to respond to your inquiry and schedule a conversation.

Official Regulatory Documents

Welcome to the official page for PrimeTRUST Advisors Fiduciary Disclosures. As a fee-only firm in Greenville, SC, we believe that trust starts with transparency. Here, we provide full access to our regulatory documents, including our ADV Part 2A and Form CRS.

Understanding Our Fiduciary Commitment

Why is transparency important? Unlike commission-based brokers, we are legally bound to act in your best interest. Our PrimeTRUST Advisors fiduciary disclosures outline exactly how we are compensated, ensuring you never have to guess about conflicts of interest.

Detailed Regulatory Documents

We encourage all current and prospective clients to review these documents. Your financial security is our priority. Whether you are looking for our privacy policy or our code of ethics, you will find that our PrimeTRUST Advisors fiduciary disclosures cover every aspect of our professional relationship.