WEBSTERROGERS FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2002

Total AUM

$461M

Discretionary

$460M

100% of AUM

Avg account

$569K

Accounts

810

Employees

Advisory reps

Firm details

Headquarters: FLORENCE, South Carolina
CRD number: 121006
Registered since: September 27, 2002
Website: wrfasc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI75.19%
Individuals18.31%
Charitable Organizations3.22%
Corporations / Businesses2.43%
Pension & Profit Sharing Plans0.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Websterrogers Financial Advisors, LLC is an independent registered investment adviser that acts as both a financial planning firm and a capital allocator for individual, family and institutional clients. The firm has been SEC‑registered since 2002 and is owned by an individual principal. Its client work spans comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Investment activity shows a clear preference for public funds and ETFs as core portfolio building blocks, with a sizable allocation to broad-market and growth‑oriented index funds. At the same time Websterrogers serves as a conduit to third‑party alternative managers and uses private placements and real estate strategies to extend portfolio diversification and yield profile. The firm charges on a percentage of AUM basis and also offers hourly billing for select services. Websterrogers Financial Advisors, LLC was named one of the Top RIA Firms to Watch by investor.com in 2020.