Firstrust fees and pricing
Financial planner in Daytona Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Firstrust charges an annual fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $15,000/yr
“A $15,000 annual minimum fee generally applies, subject to adjustment at Management's discretion. b.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Firstrust bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Flat annual fee based upon scope and complexity; payable quarterly, in advance. b.”
- “Annual fees are fully negotiable based upon size, scope and complexity of each platform.”
- “Billing and Calculations Discretionary management fees are typically deducted from client accounts quarterly, in advance, based upon the Flat Fee or Flat Percentage Fee stated in each client’s Financial Services Agreement.”
How Firstrust’s fees compare
- Its annual fee of $15,000 is above the Florida median of $4,800. 81% of the 97 other Florida planners that publish an annual fee charge less.
About Firstrust
- Firm size: 6 employees.
- Credentials named in the brochure: CFP® and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 127
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $250,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111800
- Phone
- (386) 788-3737
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.