Wealth Manager
    SEC Registered
    Manages Private Funds

    Websterrogers Financial Advisors, LLC

    Registered investment advisor · Florence, South Carolina · CRD #121006

    Assets Under Management
    $461M
    Client Accounts
    810
    Employees
    9
    CRD Number
    121006
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Websterrogers Financial Advisors, LLC

    WebsterRogers Financial Advisors, LLC offers wealth planning services and investment consulting. Founded in 1984, it is part of the larger WebsterRogers LLP firm. The firm has over 140 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Websterrogers Financial Advisors, LLC

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    Frequently Asked Questions

    What is Websterrogers Financial Advisors, LLC's AUM?

    Websterrogers Financial Advisors, LLC reports approximately $461M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Websterrogers Financial Advisors, LLC headquartered?

    Websterrogers Financial Advisors, LLC is headquartered in Florence, South Carolina.

    What is Websterrogers Financial Advisors, LLC's CRD number?

    Websterrogers Financial Advisors, LLC's CRD number is 121006. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Websterrogers Financial Advisors, LLC manage?

    Websterrogers Financial Advisors, LLC manages approximately 810 client accounts according to its latest SEC filing.

    Is Websterrogers Financial Advisors, LLC SEC registered?

    Yes, Websterrogers Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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