Fee-Only Financial Advisors in Orlando, FL
FirsTrust Orlando Office
FirsTrust is an independent, fee-only fiduciary wealth management firm with an Orlando office at The Plaza, 121 S. Orange Avenue, Suite 1500. We were founded in 1995 and are headquartered at our Corporate Office in Daytona Beach. From downtown Orlando we serve families across Central Florida, and you work with the same team of specialists in planning, investments, tax, and estate that serves every FirsTrust client.
Updated November 2026
Address
121 S. Orange Ave, Suite 1500, Orlando, FL 32801
Phone
The Orlando Office
Our office is on the 15th floor of The Plaza in downtown Orlando. You are welcome to meet us here, by video, or by phone.
- Address
- The Plaza, 121 S. Orange Avenue, Suite 1500, Orlando, FL 32801
- Phone
- (407) 859-4334
- Finding us
- The Plaza tower on South Orange Avenue in downtown Orlando, 15th floor
To arrange a visit, Schedule a Conversation and choose a time that suits you.
Who We Work With in Orlando
Most of the families we serve in Orlando built their wealth within a single generation, and that success brought questions no one prepared them for. Is your family protected if something happens to you? Will your children be ready? Are the decisions you make this year undoing the ones you made last year?
You may own a business and be thinking about a sale, and about what your life looks like on the other side of it. You may be a physician whose practice, partnership interests, and retirement plans each have their own advisor and no one connecting them. You may be an executive whose stock options, RSUs, and deferred compensation now make up most of your net worth. Or your family may be stewarding what a prior generation built, with children and grandchildren who will one day carry it forward.
Our clients live across greater Orlando, and what they share is complexity that deserves one coordinated plan.
Your Orlando FinancialTeam
Dan Brownsberger, CIMA®, works from the Orlando office. He constructs and rebalances portfolios within each family's Investment Policy Statement and has been with FirsTrust for twenty-seven years.
Orlando families also work with Christopher Cannon, CFA, our Chief Investment Officer, and Brian Sirota, CFP®, a Private Wealth Manager. Michael T. Koenig, CFP®, who founded the firm in 1995, leads our trust and estate practice, and Elayne Pisarik, CFP®, is our Tax Strategist. Each meets with you at The Plaza or by video.
Your first conversation is with William J. Kearney, Jr., President.
Dan Brownsberger, CIMA
Constructs and rebalances portfolios within each family's Investment Policy Statement. Twenty-seven years at FirsTrust, thirty-seven in the industry. CIMA®.
Christopher Cannon, CFA
Governs every portfolio through a written Investment Policy Statement. Thirty-three years across institutional trading and private client management. CFA charterholder.
Brian Sirota, CFP®, ChFC®, MBA
Builds and maintains the multi-year projections that connect a family's income, investments, taxes, and estate structure. Seventeen years in planning. CFP®, ChFC®, MBA.
Michael T. Koenig, CFP®, J.M.
Founded FirsTrust in 1995 and leads its trust and estate practice. Forty years designing multigenerational structures for families with complex estates. CFP®, Juris Master.
Elayne Pisarik, CFP®, ChFC®, M.Tax
Identifies tax strategy across personal, entity, trust, and charitable levels. Thirty-four years in tax planning. CFP®, Master of Taxation.
How We Are Paid
Fee-only means we are paid only by you, never by commissions or product providers. That removes the most common conflict in this industry. As fiduciaries, we are legally bound to act in your interest.
Comprehensive Wealth Management is from 0.85% a year, with a minimum fee of $3,750 a quarter ($1,250 a month). The Private Family Office typically serves families with $10 million or more, and its fee is set by individual proposal.
More detail is on Our Fees.
Our Services in Orlando
Financial Planning
Your plan connects income, investments, taxes, and estate in one multi-year projection. For Orlando executives, it includes the vesting and exercise schedule of your equity compensation. Your team reviews it with you each quarter.
Investment Management
A written Investment Policy Statement, built by a CFA® charterholder around your goals, governs your portfolio. Your accounts are held in your name, most at Charles Schwab & Co., and we never take possession of your assets.
Tax Planning
Your team prepares a year-end tax projection, so decisions are settled before December 31. We coordinate each strategy with whoever files your return.
Trust & Estate
We work with your attorney to design and maintain the structure that carries your wealth to the next generation. Florida permits dynasty trusts lasting up to 1,000 years, and we help you decide whether one fits your family.
Common Questions About Our Orlando Office
No. Many of our clients live across Central Florida, and we work with families in other states through secure video meetings. Where you live does not change the team you work with.
Either, and many do both. You can meet us at The Plaza, by video, or by phone, whichever suits the conversation.
Comprehensive Wealth Management has a minimum fee of $3,750 a quarter ($1,250 a month). The Private Family Office typically begins at $10 million, with the fee set by individual proposal.
It lasts about 30 minutes, by video, by phone, or at the office. You tell us what prompted you to reach out, and we explain how we work and how we are paid. If there is a fit, your team then reviews your full situation before proposing anything.