# Brian Sirota

> Brian Sirota is a fee-only financial advisor at FirsTrust in Daytona Beach, Florida, who holds the CFP, ChFC and MBA credentials. Brian charges a percentage of assets (0.85% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/brian-sirota/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** FirsTrust
- **Based in:** Daytona Beach, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.85% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $250M across 128 accounts
- **Credentials:** CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX
- **Specialties:** Estate & legacy planning, Tax planning, Founders (pre-exit), Equity compensation, Family wealth transfer, Divorce financial planning
- **Works with:** Founders, Executives, Multi-generational families, Ultra high net worth, Divorced individuals, Retirees
- **CRD:** 6084705 (https://adviserinfo.sec.gov/individual/summary/6084705)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 63 (2012), Series 66 (2013)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://financialteam.com

## Frequently asked questions

### Is Brian Sirota a fee-only financial advisor?

Yes. Brian Sirota is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

Brian charges a percentage of assets.

### How much does Brian charge?

According to FirsTrust's website, checked October 28, 2026: 0.85% a year on the first tier of assets managed.

### Where is Brian Sirota based?

Brian Sirota is based in Daytona Beach, Florida.

### What does Brian specialize in?

Brian's specialties include estate & legacy planning, tax planning, founders (pre-exit), equity compensation, family wealth transfer and divorce financial planning. Brian works with founders, executives, multi-generational families, ultra high net worth and divorced individuals.

### What credentials does Brian Sirota hold?

Brian Sirota holds the CFP, ChFC, MBA, CFA, CIMA, JM, CLU and MTX credentials.

### Is Brian Sirota registered with the SEC?

Yes. Brian Sirota is registered as an investment adviser representative in FL and GA (CRD 6084705), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does FirsTrust manage?

FirsTrust reports $250M across 128 accounts in assets under management.

### How do I contact Brian Sirota?

Through Brian's website, financialteam.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4216): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialteam.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.