Bill  Kearney Jr
FirsTrust

Tel: (386) 788-3737
113 Executive Circle
Daytona Beach, FL 32114

Private Wealth Management


About FirsTrust

Whether managing investments, reducing taxes, preparing estate plans, or planning for retirement, our diverse team of fee-paid experts puts nearly 100 years of professional financial industry experience in your corner. No commissions or sales incentives influence the advice we give - and no brokerage, bank or insurance company dictates the investments we recommend.

True objectivity is more than just talk. Unlike traditional brokers and financial planners, FirsTrust advisors are SEC-regulated fiduciaries, and held accountable by federal law to ensure that their advice is in the client?s best interest at all times.

Come see what custom-tailored financial advice looks like from Florida?s largest assembly of independent, Fee-Only advisors.


General Information

Firm Start Year:   1998
No.of Employees:   5-9
States Licensed in:   111800
Number of Years with Current Firm:   12
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services

Investment Types:   Bonds , Stocks , Mutual Funds , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your home , At my office , Via phone , Via email


Qualifications & Memberships

Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA) , Paladin Registry


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500000
Compensation Methods:   Flat Fee , Hourly , Based on Assets



Faqs

  • What is your approach to financial planning? FirsTrust provides true financial planning. We don't use planning as a sales tool like many firms in the industry.
  • How many clients do you currently manage? Approximately 150 families
  • Will you be the only person working with me? No. FirsTrust is a collection of experts who surround each client based on their particular needs. Each relationship is typically lead by the investment advisor who conducts quarterly reviews.
  • How are you compensated? How will I pay for your services? Fee-Only
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No. We manage your accounts within the parameters of an Investment Policy Statement (IPS)
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Bill  Kearney Jr

Bill  Kearney Jr

CFA, CLUŽ, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM