Firstrust

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Client assets under management

$237,000,000

Clients

127

92% high-net-worth

Advisors

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$1,866,142

About

FirsTrust provides Comprehensive Wealth Management and Private Family Office services to individuals, families, businesses and related entities, offering financial and retirement planning, investment management, tax planning, and trust and estate services. Those services are delivered by Investment Advisor Representatives either through a dedicated advisor, a coordinated FinancialTeam of specialists or on a limited‑scope basis per a written agreement.

The firm’s investment decisions are set by an Investment Committee and implemented through customized Investment Policy Statements, generally favoring strategic asset allocation with a value orientation and the flexibility to tactically overweight or underweight asset classes. FirsTrust offers both discretionary and non‑discretionary management, emphasizes long‑term, research‑driven independent judgment, and seeks to align client portfolios with individual objectives and risk profiles while disclosing the potential for underperformance versus growth or momentum strategies.

Distinctive features include a fee‑only model with a single, flat percentage fee applied to the entire portfolio (rather than a tiered schedule), an all‑inclusive service approach, and a firm policy to refuse third‑party commissions, gifts and marketing incentives. The firm also enforces specific advisor qualifications (a college education, at least 15 years’ experience, professional accreditation and continuing education), offers Private Family Office engagements for more complex wealth (typically families with around $7 million or more), and maintains dedicated information‑security oversight plus a “no‑opt” privacy policy and voluntary adherence to Real Fiduciary™ Practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management General estate planning guidance General tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Limited Scope Advisory Services: flat annual fee based upon scope and complexity; payable quarterly, in advance.

Percentage

N/A - N/A: Flat percentage fee ranges from 0.85% to 0.50% based on relationship size and complexity (a single flat percentage applied to entire portfolio, no tiered schedule)

Other

Account minimum: $15,000 annual minimum fee generally applies, subject to adjustment at Management's discretion. Minimum fee: $15,000 annual minimum fee generally applies, subject to adjustment at Management's discretion. Fee-only: Fee-only financial planning and investment management services, no commissions or third-party incentives accepted.

Main office location

Firstrust

113 Executive Cir.

Daytona Beach FL 32114, United States

Number of offices

Most active in

Florida · Georgia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 386-788-3737

Advisors at this firm

William K

Series 63, Series 65

Daytona Beach, FL

Firstrust

William Kearney is a financial advisor at FirsTrust with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waterhouse Securities, Inc. since 1995. FirsTrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with fiduciary commitments and rigorous operational safeguards.

Wealth management General estate planning guidance General tax planning Founder/Business Owner

Brian S

CFP®, ChFC®, Series 63, Series 66

Daytona Beach, FL

Firstrust

Brian Sirota is a CFP® and ChFC® with 10 years of experience in financial advising. He currently works at Firstrust and has held roles at Commonwealth Financial Network, Cary Stamp & Company, Atlantic Wealth Partners, Liberty Partners Capital Management, Camarda Wealth Advisory Group, and PNC Bank. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm follows a value-oriented, long-term investment approach guided by an Investment Committee and offers a fee-only, independent model with fiduciary commitments and operational safeguards.

Wealth management General estate planning guidance General tax planning Founder/Business Owner

Christopher C

CFA®, Series 63

Daytona Beach, FL

Firstrust

Christopher Cannon is a CFA® charterholder with 24 years of industry experience. He has been with Firstrust, LLC since 2001, where he is part of a five-advisor team based in Daytona Beach, FL. Firstrust advises individuals, families, businesses, and related entities, providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a fee-only, independent model and emphasizes strategic asset allocation guided by an Investment Committee, integrating tax-aware and situational planning into client solutions.

Wealth management General estate planning guidance General tax planning Founder/Business Owner

Elayne P

CFP®, ChFC®, Series 63

Daytona Beach, FL

Firstrust

Elayne Pisarik is a CFP® and ChFC® with 24 years of industry experience. She has been affiliated with Ifg Network Securities, Inc. and Firstrust LLC since 2001. Based in Daytona Beach, FL, she is part of the five-advisor team at Firstrust. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with formal fiduciary and operational safeguards.

Wealth management General estate planning guidance General tax planning Founder/Business Owner

Michael K

CFP®, Series 65

Daytona Beach, FL

Firstrust

Michael Koenig is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Firstrust since 1999. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and integrates tax-aware and situational planning into client solutions.

Wealth management General estate planning guidance General tax planning Founder/Business Owner

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