Prime Financial Strategies, Inc.

Overview

Prime Financial Strategies, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and combines financial planning with insurance brokerage activities. Its compensation is a mix of hourly charges, fixed fees and commission-based arrangements, reflecting a hybrid fee model rather than a single wrap or AUM-only structure. The firm does not identify as an active ESG investor, and it is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices