Skip to content
Amy Fisher, portrait

Amy Fisher

Managing Member, Director at WebsterRogers Financial Advisors in Florence, SC

Investment adviser registrationUpdated

Amy Fisher is Managing Member, Director of Websterrogers Financial Advisors, LLC, an investment adviser managing $461M, and works from its Florence, SC office. Amy Fisher has been registered as an investment adviser representative through WebsterRogers Financial Advisors since 24 July 2007 and has 19 years in the industry across 1 firm.

19
Years in industry
19
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Amy Fisher has been Managing Member, Director of WebsterRogers Financial Advisors since January 2014, is a control person of the firm and directly owns between 5% and 10% of it. Amy Fisher holds a B.S. in Accounting and Finance from the University of South Carolina and a Master's of Taxation from the University of South Carolina.

Websterrogers Financial Advisors, LLC is a Florence, SC firm with $461M under management, 328 clients and 7 advisers across 4 offices, as of its March 2026 filing.

Amy Fisher Urquhart is managing member and director of WebsterRogers Financial Advisors, LLC, and a member of the Office of Managing Partner for WebsterRogers, LLP. She began her public accounting career in 2000 with PricewaterhouseCoopers, LLP in Charlotte, North Carolina. She joined sister firm WebsterRogers, LLP in October 2004, where she specializes in individual tax, trusts and estates, and comprehensive financial planning.

  1. – present · 19 years
    Florence, SC · Adviser representative · Firm CRD 121006

Credentials and registrations

Professional designations

Listed by WebsterRogers Financial Advisors

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Amy Fisher is registered as an investment adviser representative in South Carolina, since July 2007.

  • South CarolinaSince 24 July 2007

Examinations

No examinations are on Amy Fisher’s record.

Key facts

Full name
Amy Marie Fisher
CRD
5301223
Role
Managing Member, Director
Office
1411 SECOND LOOP ROAD, Florence, SC 29505-2801
Registration
Investment adviser registration
In the industry since
July 2007
Disciplinary history
Not yet shown here · SEC record
Firm bio
wrfasc.com

Common questions

Where does Amy Fisher work?

Amy Fisher has been Managing Member, Director of Websterrogers Financial Advisors, LLC since January 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 March 2026

Is Amy Fisher a financial advisor?

Yes. Amy Fisher has a current investment-adviser registration in South Carolina, through WebsterRogers Financial Advisors since July 2007.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Amy Fisher have?

Amy Fisher has 19 years in the financial industry, since July 2007, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Amy Fisher based?

Amy Fisher’s registered office is in Florence, SC.

Source: IAPD individual record, checked 22 October 2026

Is Amy Fisher registered with FINRA?

No. Amy Fisher has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Amy Fisher a CFP?

WebsterRogers Financial Advisors lists Amy Fisher with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Amy Fisher Urquhart biography, wrfasc.com

How can I verify Amy Fisher’s record?

Search CRD 5301223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Fisher’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at WebsterRogers Financial Advisors

Sources

  1. IAPD individual record, CRD 5301223, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Websterrogers Financial Advisors, LLC, filed 6 March 2026. Title, control and ownership bands.
  3. WebsterRogers Financial Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.