William Kearney
Firstrust · Daytona Beach, Florida
William Kearney is a fee-only financial advisor at Firstrust in Daytona Beach, Florida. 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 |
| SEC registration | Investment adviser representative in FL · CRD 2495855 |
| Exams passed | Series 63 (1994) · Series 65 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.financialteam.com |
How William'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 William
Is William Kearney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Firstrust, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Kearney based?
William Kearney is based in Daytona Beach, Florida.
Is William Kearney registered with the SEC?
Yes. William Kearney is registered as an investment adviser representative in FL (CRD 2495855), 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 William Kearney?
Through William'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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