Michael Koenig
Firstrust · Daytona Beach, Florida
Michael Koenig is a fee-only financial advisor at Firstrust in Daytona Beach, Florida, who holds the CFP credential. Firstrust reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Firstrust |
|---|---|
| Based in | Daytona Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 3038255 |
| Exams passed | Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.financialteam.com |
How Michael'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 Michael
Is Michael Koenig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Firstrust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Firstrust, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Koenig based?
Michael Koenig is based in Daytona Beach, Florida.
What credentials does Michael Koenig hold?
Michael Koenig holds the CFP credential.
Is Michael Koenig registered with the SEC?
Yes. Michael Koenig is registered as an investment adviser representative in FL and GA (CRD 3038255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Firstrust manage?
Firstrust reports $250M across 128 accounts in assets under management.
How do I contact Michael Koenig?
Through Michael's website, www.financialteam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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