Fee-Only Financial Advisors in Tampa, FL
FirsTrust Tampa Office
FirsTrust is an independent, fee-only fiduciary wealth management firm with a Tampa office at 3030 North Rocky Point Drive, Suite 150, on Rocky Point overlooking Tampa Bay. The firm was founded in 1995 and is headquartered at its Corporate Office in Daytona Beach. Families across Tampa Bay work with us here, with the same team of specialists in planning, investments, tax, and estate that serves every FirsTrust client.
Updated November 2026
Address
3030 North Rocky Point Dr, Suite 150, Tampa, FL 33607
Phone
The Tampa Office
You are welcome to meet us here, by video, or by phone, whichever suits the conversation.
- Address
- 3030 North Rocky Point Drive, Suite 150, Tampa, FL 33607
- Phone
- (813) 874-7200
- Finding us
- Rocky Point, on the causeway overlooking Tampa Bay
To arrange a visit, Schedule a Conversation and choose a time that works for you.
Who We Work With in Tampa
Many of the families we serve in Tampa Bay built something of their own, and what they built now shapes every decision they make. You may have spent decades growing a business and find the question of what comes next harder to put off. A sale is a financial event and a personal one, and your plan should account for both.
You may be a physician balancing a practice, partnership interests, and a household that depends on both. You may be an executive whose equity compensation has quietly become the largest part of your net worth. Or your family may hold wealth across generations, and you want the next one prepared to receive it.
Our clients live across Tampa Bay, and what they share is complexity that deserves one coordinated plan.
Your Tampa FinancialTeam
Elayne Pisarik, CFP®, ChFC®, M.Tax, works from the Tampa office as the firm's Tax Strategist. She has spent thirty-four years in tax planning and coordinates strategy with your CPA across personal, entity, trust, and charitable levels, so each year's decisions are made with the next five in view.
Tampa 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. Each meets with you on Rocky Point or by video.
Your first conversation is with William J. Kearney, Jr., President.
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.
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.
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 Tampa
Financial Planning
Your plan connects income, investments, taxes, and estate in one multi-year projection. For Tampa business owners, it models the years before and after a sale, so your family's security does not rest on a single transaction. Your team reviews it with you each quarter.
Investment Management
A written Investment Policy Statement, built by a CFA® charterholder, governs your portfolio and the pace at which a concentrated position is diversified. 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. In the years around a business sale, that timing shapes how much of the proceeds your family keeps. We coordinate every strategy with whoever files your return.
Trust & Estate
We work with your estate attorney to move ownership into trust while values are still modest, and to keep documents current as your family grows. The aim is a structure your children understand before they inherit it.
Common Questions About Our Tampa Office
No. We serve families throughout Tampa Bay, and clients in other states through secure video meetings. Your team and your service are the same wherever you live.
Both. You can meet us on Rocky Point, by video, or by phone, and many families use all three over a year.
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 is a 30-minute conversation, 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 reviews your full situation before proposing anything.