WebsterRogers Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
WebsterRogers Financial Advisors reports 328 clients. They include 242 individual clients, 73 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 99.8% ($460M across 803 accounts) are managed with discretion; $827K across 7 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 18% |
| High-net-worth individuals | 22% | 75% |
| Pension and profit-sharing plans | 4% | <1% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 242 | $84.3M | 18.3% | $348K |
| High-net-worth individuals | 73 | $346M | 75.2% | $4.74M |
| Pension and profit-sharing plans | 13 | $3.91M | 0.8% | $301K |
| Charitable organizations | Fewer than 5 | $14.8M | 3.2% | — |
| Corporations and other businesses | Fewer than 5 | $11.2M | 2.4% | — |
| Total | 328 | $461M | 100% | — |
- Clients
- 242
- Regulatory AUM
- $84.3M
- AUM share
- 18.3%
- Avg. per client
- $348K
- Clients
- 73
- Regulatory AUM
- $346M
- AUM share
- 75.2%
- Avg. per client
- $4.74M
- Clients
- 13
- Regulatory AUM
- $3.91M
- AUM share
- 0.8%
- Avg. per client
- $301K
- Clients
- Fewer than 5
- Regulatory AUM
- $14.8M
- AUM share
- 3.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $11.2M
- AUM share
- 2.4%
- Avg. per client
- —
Total
- Clients
- 328
- Regulatory AUM
- $461M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
WebsterRogers Financial Advisors charges 0.50%–1.35% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.35% |
| $500K–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Investment consulting and financial planning
- Billed hourly at $200 to $500 an hour, based on the nature and complexity of the client's situation.
- Retirement plan services
- Annual plan fee of 1.00% of plan assets up to $1 million, .75% from $1 million to $3 million and .50% from $3 million to $5 million; minimum fee $2,500, invoiced in advance.
It has 9 employees, 7 of them in advisory roles.
Staff
- 9 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Wesley Way
since January 1999
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Thomas Fitzsimmons
since January 2001
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Stephen Holladay
since January 2000
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Amy Fisher
Control person · since January 2014
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Robert Tilton
since January 2015
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Bobby Creech
since January 2000
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
William Hardaway
since January 2024
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Megan Feguson
since January 2026
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Emily Hicks
since January 2026
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Laurence Fritz
since January 2024
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
Kirby Millwood
since January 2020
- Owns 5% to 10% of Websterrogers Financial Advisors, LLC
LaVonne Rosenberg
since January 2023
WebsterRogers Financial Advisors’ regulatory assets fell from $618M (March 2021) to $461M (March 2026); clients rose from 287 to 328 and employees fell from 12 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $461M | 328 | 9 | 4 |
| Jun 2025June 2025 | $372M | 306 | 10 | 3 |
| Mar 2024March 2024 | $346M | 315 | 10 | 2 |
| Jul 2023July 2023 | $303M | 294 | 9 | 2 |
| Mar 2022March 2022 | $698M | 323 | 12 | 2 |
| Mar 2021March 2021 | $618M | 287 | 12 | 2 |
Besides its headquarters, WebsterRogers Financial Advisors has 3 offices (2 private residences, listed without an address), with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 1411 Second Loop Road, FlorenceHQ
- 40 Calhoun Street, Charleston
Contact and registration details
- Legal name
- Websterrogers Financial Advisors, LLC
- Headquarters
- 1411 Second Loop Road, Florence, SC 29505-2801
- Website
- wrfasc.com
- Phone
- 843-665-6321
- SEC file
- 801-61500
- Founded
- 1999
- Structure
- South Carolina LLC
- Fiscal year end
- December
WebsterRogers Financial Advisors’ named custodian for separately managed accounts is Charles Schwab ($461M). WebsterRogers Financial Advisors has custody of $243M for 253 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $461M100%
At year end, WebsterRogers Financial Advisors’ separately managed accounts were mostly in funds (80%) and bonds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $390M across 103 positions; the largest are Vanguard Index Fds (9.2%), American Centy ETF TR (7.6%) and Dimensional ETF Trust (5.2%).
What the accounts hold
- Stocks4%
- Funds80%
- Registered funds79%
- Pooled vehicles1%
- Bonds14%
- U.S. government and agency bonds12%
- State and local bonds2%
- Cash1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does WebsterRogers Financial Advisors have?
WebsterRogers Financial Advisors has 328 clients and manages $461 million for them, as of March 2026. They include 242 individual clients, 73 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does WebsterRogers Financial Advisors offer?
WebsterRogers Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does WebsterRogers Financial Advisors charge?
WebsterRogers Financial Advisors charges 0.50%–1.35% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does WebsterRogers Financial Advisors use?
WebsterRogers Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $461M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does WebsterRogers Financial Advisors have?
WebsterRogers Financial Advisors has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does WebsterRogers Financial Advisors invest in?
At the end of its last fiscal year, WebsterRogers Financial Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 12% U.S. government and agency bonds, 4% exchange-traded equities, 2% state and local bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WebsterRogers Financial Advisors?
WebsterRogers Financial Advisors’ direct owners are Wesley Way, Thomas Fitzsimmons, Stephen Holladay, Amy Fisher, Robert Tilton, Bobby Creech, William Hardaway, Megan Feguson, Emily Hicks, Laurence Fritz, Kirby Millwood and LaVonne Rosenberg, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does WebsterRogers Financial Advisors get paid?
WebsterRogers Financial Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact WebsterRogers Financial Advisors?
WebsterRogers Financial Advisors’ main office is at 1411 Second Loop Road, Florence, SC 29505-2801. Its phone number is 843-665-6321. Its website is wrfasc.com.
