Florence, SC Office
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Websterrogers Financial Advisors, LLC
Team
Firm-wide stats for Websterrogers Financial Advisors, LLC
About
WebsterRogers Financial Advisors, LLC provides investment management, financial planning and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, small businesses, charitable organizations and sponsors of participant-directed retirement plans. The firm manages portfolios on a discretionary or nondiscretionary basis and also offers consulting on tax, estate and cash-flow matters as part of its advisory services.
WRFA’s investment approach emphasizes long-term strategies grounded in Modern Portfolio Theory and diversified allocations implemented primarily with mutual funds, ETFs and, when appropriate, individual fixed-income securities or alternatives. The firm uses a risk-tolerance questionnaire, Monte Carlo simulation and portfolio-allocation software, may engage subadvisors for specific strategies, and can manage held-away assets (e.g., 401(k), 529 and HSA accounts) via a third-party platform to implement tax-efficient allocation and opportunistic rebalancing.
The firm is owned by partners of the accounting firm WebsterRogers LLP and discloses agreements to compensate WebsterRogers personnel who refer new clients in the first year, creating an accounting-affiliation and referral relationship that differs from most peer team firms. WRFA also maintains an inactive insurance affiliate and retains insurance licenses for educational purposes, and reports roughly $460 million in assets under management across its advisory teams.
Expertise
Location
1411 Second Loop Road
Florence SC 29505-2801
Advisors at this office
5
Advisors at this office
Amy F
CFP®
Florence, SC
Websterrogers Financial Advisors, LLC
Amy Fisher is a CFP® with 19 years of industry experience, currently serving at Websterrogers Financial Advisors, LLC since 2007. She has also been associated with Webster Rogers LLP since 2004. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and consulting on tax, estate, and cash-flow matters. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations across mutual funds, ETFs, fixed-income securities, and alternatives.
Alexander R
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, currently serving as part of a seven-advisor team based in Florence, SC. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations implemented through mutual funds, ETFs, fixed-income securities, and alternatives.
Jessica H
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 the Series 63 and Series 65 designations 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, using diversified allocations primarily with mutual funds, ETFs, and select fixed-income securities or alternatives.
Drake W
Series 65
Florence, SC
Websterrogers Financial Advisors, LLC
Drake Wright is a financial advisor at Websterrogers Financial Advisors, LLC in Florence, SC, holding a Series 65 designation with seven years of industry experience. He has been with Webster Rogers since 2016. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term, diversified investment strategies using Modern Portfolio Theory and employs tools such as risk-tolerance questionnaires and Monte Carlo simulations to guide portfolio allocation.
William H
CFP®, PFS™
Florence, SC
Websterrogers Financial Advisors, LLC
William Hardaway III is a CFP® and PFS™ with eight years of industry experience. He is currently with Websterrogers Financial Advisors, LLC, where he has worked since 2013. Outside of his advisory role, he serves as a tax associate at WebsterRogers LLP. WebsterRogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, charitable organizations, and plan sponsors. The firm employs long-term strategies based on Modern Portfolio Theory and diversified allocations using mutual funds, ETFs, and fixed-income securities, and offers consulting on tax, estate, and cash-flow matters.
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