Provident Trust Group is a privately owned, independent trust company located in Las Vegas, Nevada. At its core, Provident Trust Group is a self-directed administrator and custodian of IRA assets that also provides a comprehensive array of trust, escrow, self-directed IRA, asset custody, and other related services. Provident Trust Group aims to eliminate unnecessary red tape and focus on what really matters—delivering the highest level of service to meet their clients’ needs.

Update: Announced on August 15th 2016 The Beneficient Company announced they will be acquiring Provident Trust Group. Currently Ascensus owns Provident Trust Group

* Use the Provident Trust Fee Calculator (click button below) to calculate your estimated fees based on the company's published fee schedule. This is a useful tool when comparing different custodians based on your cost to use them. Please note, if you have never before used a self-directed IRA custodian or administrator to administer your account, the fees will be different than most broker dealers that provide transactional services for stocks, bonds, and mutual funds.

Compare Company's Fees to other Custodians & Administrators

Process for setting up a new account:

They have an agent-initiated online application or paper applications.

Process for adding a new asset to client account:

The client initiates the investment process by filling out and signing a Direction of Investment Form.

Procedures in place to protect client information:

View their privacy disclosure.

Procedures for annual valuations:

View their FMV Form.

Procedures for when an investment is suspected to be or is found to be fraudulent:

Provident complies with all BSA and anti-money laundering requirements that are applicable to it. Contact Provident for more information.

• Theresa Fette, CEO

• Jason Helquist, President

• Jim Heiden, Sales & Marketing Manager

Access Company Management Profiles

Glassdoor Ratings: (How company rates as an employer)

The Self Direct Your Retirement Transparency Index is a metric we have developed to indicate how transparent self-directed IRA custodians and administrators are about their company. We value transparency as an ideal trait from a company that is providing custody or administration of your retirement accounts. It shows that the company has nothing to hide about their activities. You should consider this when you are making your choice.

The Self Direct Your Retirement Transparency Index is split into two parts. The first part is whether they voluntarily provided this information to us or whether we had to find this data on our own. Companies that provided us with the data were given the "company certified seal". If they did not participate, the seal does not show up in their profile. The second part of the index is how transparent the companies were in providing us with this information. A higher transparency number indicates a more transparent company. A number above 80% is ideal. There may be legitimate reasons companies do not want to share certain information, but you should consider this when making your decision.

Below the seal, we have listed the last time the company provided us with information. As long as the company has the certified seal, the information should be considered up-to-date. We contact the company periodically to ensure the information is accurate. If the company chooses not to verify the information, then we remove the seal. Transparency is only one factor you should consider when choosing a self directed IRA custodian or administrator.

Visit the Self-Directed IRA custodian & administrator comparison page to see how Provident Trust compares to its peers.

We asked Provident Trust Group to provide their individual insight into the following questions. This section is a bit more personal. The idea is that it will give you more insight into the company you are considering to provide custody of your investments. 

Company's view of important of the following items (ranked in order of importance)

(Not Disclosed)

Provident Trust has a high level of transparency. This is exactly what we look for in a custodian or administrator. Without this high level of transparency, we would not have access to the information we would need to make the best decision possible.

If you find a company that is not willing to be transparent to you as a potential customer of their services, then you should reconsider them as a potential choice for your retirement funds. Ultimately, your personal retirement investing needs will determine whether Provident Trust is a good fit for you. Transparency is only one metric which you should consider in your due diligence process. Please use our Self Directed IRA Custodian & Administrator Comparison Tool to help you make that determination.

One of the biggest areas of frustration we see from self-directed IRA investors is when they realize they have chosen the wrong self-directed IRA custodian or administrator. Choose your Self-Directed IRA custodian or administrator wisely. If you put the time in now to find the right company, you will save time, money, and aggravation later. Read our Choosing a Self-Directed IRA Custodian report for more information.

Next Steps... Once you have located your ideal Self-Directed IRA Custodian or Administrator, you will be on your way to self-directing your retirement. If you decide that this process seems too complex and you need assistance or financial advice, feel free to contact us. Our wealth management firm specializes in providing financial advice pertaining to alternative investments held in self-directed IRAs and 401ks. We are fiduciaries and provide unbiased advice. Contact us if you want to learn more about our services.