A complete list of active advisors currently associated with Firstrust Financial Advisors

Warmer can help you find a great advisor at Firstrust Financial Advisors or one who fits your needs even better.

Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting to a range of clients including individuals, municipalities, trusts, estates, and other entities. The brochure notes the firm currently reports no clients or regulatory assets under management. The firm delivers tailored advice using asset-allocation and a mix of analytical approaches (fundamental, technical, cyclical, and Modern Portfolio Theory) and states that it provides only non-discretionary management, requiring client approval before executing transactions. For pension clients the firm conducts ongoing consulting, participant education, quarterly plan reviews, and periodic benchmarking of its advisory fee. Firstrust Financial Advisors is 100% owned by Firstrust Financial Resources, Inc., which in turn is owned by Firstrust Savings Bank, and the firm is also licensed as an insurance agency—relationships the brochure discloses may create conflicts of interest. It separately discloses that its advisers are registered representatives with Equitable Advisors (devoting roughly 90% of their time to commission-based business), and that it charges a notable fixed governmental pension engagement fee (disclosed as $150,000 annually for the first three years) and uses a custodial arrangement for governmental plans with U.S. Bank at an annual 1 basis point fee.

To learn more about the advisors currently working at Firstrust Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.