Firm
FirsTrust
Daytona Beach, Florida
Fee-only
FirsTrust at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 127 individual clients, 117 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 128 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Daytona Beach, Florida |
|---|---|
| Website | financialteam.com |
| [email protected] | |
| Phone | (386) 788-3737 |
FirsTrust fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"From 0.85% a year" source
"Our families pay us one flat percentage fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $250 million |
| Individual clients | 10 |
| High-net-worth clients | 117 |
| Accounts managed | 128 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-56812) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 111800 |