Brian Sirota
FirsTrust · Daytona Beach, Florida
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).
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Ultra high net worth
- Divorced individuals
- Retirees
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 |
| Assets under management | $250M across 128 accounts |
| Credentials | CFP · ChFC · MBA · CFA · CIMA · JM · CLU · MTX |
| SEC registration | Investment adviser representative in FL, GA · CRD 6084705 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | financialteam.com |
| Profile |
How Brian's firm compares
- FirsTrust's average account is about $2.0 million, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- FirsTrust website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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