Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
31 years
Location
Florence, SC 29501
&PARTNERS
Enterprise
Wendell Jones Jr. is a CFP® professional with 31 years of industry experience. He is currently with &Partners and joined the firm in 2023 after a 29-year tenure at Edward D. Jones & Co., L.P. He serves as vice chairman for the Dee Dee Land Trust, a land conservation organization based in Florence, SC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies.
Based on &PARTNERS
Based on &PARTNERS
Fixed fees for financial planning and consulting services, as negotiated
$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services
Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions
Hourly consulting fees as agreed upon with client
Subscription fee of $500/month for weekly market commentary service
Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services
Florence, SC
217 Dozier Blvd., Suite 204
Florence SC 29501
Advisors at this office
3
South Carolina · Texas
31 years of industry experience
&Partners
2023 - Present • 3 years
Florence, SC
Edward D. Jones & CO., L.P.
1994 - 2023 • 29 years
Florence, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.
CFP®, Series 63
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.
CFP®
Florence, SC
WebsterRogers Financial Advisors, LLC
Amy Fisher is a CFP® professional with 18 years of experience in financial advising. She has been with WebsterRogers Financial Advisors, LLC since 2007 and is also associated with Webster Rogers LLP. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs long-term strategies based on Modern Portfolio Theory, utilizing diversified portfolios and risk-management tools, and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.
CFA®, Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with WebsterRogers Financial Advisors, LLC since 2016, working there in two periods before joining the firm continuously from 2017 onward. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors. The firm employs long-term investment strategies based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.
Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Jessica Harrington is a financial advisor at WebsterRogers Financial Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with WebsterRogers since 2015. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and selected fixed-income securities or alternatives.
Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Drake Wright is a financial advisor at WebsterRogers Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has been with Webster Rogers since 2016. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on long-term strategies using diversified portfolios aligned with Modern Portfolio Theory and incorporates tax-aware allocation and opportunistic rebalancing.
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