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The fee is billed in advance and is negotiable.","source":"WEBSTERROGERS FORM ADV PART 2A, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does WebsterRogers Financial Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WebsterRogers Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WebsterRogers Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns WebsterRogers Financial Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WebsterRogers Financial Advisors get paid?","answer":"WebsterRogers Financial Advisors is paid through a percentage of assets under management and hourly charges. 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