WRS Financial Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,002,458
Clients
46
Advisors
7
of 7 employees
About
WRS Financial Services, LLC provides discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable organizations, managing roughly $30,250,901 for about 46 clients. The firm offers portfolio management and retirement‑plan advisory services rather than a broader menu of financial services.
Portfolios are customized rather than delivered from model portfolios; the firm uses fundamental analysis and long‑term purchase strategies, monitors accounts continuously, and rebalances as needed while operating under discretionary authority with fee deductions authorized in writing. Fees are charged as a percentage of assets under management, and the firm may aggregate related household accounts when determining applicable fee tiers.
The adviser is a wholly owned subsidiary of a certified public accounting firm, with the same owners across both entities, an affiliation that the brochure highlights as part of its business structure and one that is uncommon among similar team firms. The firm’s disclosures also note an emphasis on investment management and ERISA plan fiduciary services and the absence of standalone financial planning offerings, making its practice more focused on portfolio and plan management than on comprehensive financial planning.
Client services
Expertise
Fee options
$0 - $500,000: 1.0000% annually Over $500,000 - $1,000,000: 0.9000% annually Over $1,000,000 - $5,000,000: 0.8000% annually Over $5,000,000+: 0.7500% annually
Account minimum: $100,000
Main office
216 McFarland Circle N.
Tuscaloosa AL 35406
Advisors at this office
7
Most active in
Alabama
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven S
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Steven Shelton is a Series 65 licensed advisor with 26 years of industry experience, based in Tuscaloosa, Alabama. He is part of the seven-advisor team at WRS Financial Services, L.L.C. WRS Financial Services provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental analysis and long-term purchase strategies, focusing on portfolio and retirement-plan management rather than comprehensive financial planning.
Robert W
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Robert Way is a Series 65 registered financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, with 26 years of industry experience. He is part of a seven-advisor team at the firm. WRS Financial Services, LLC provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and retirement-plan advisory services, focusing on fundamental analysis and long-term purchase strategies under discretionary authority.
Cindy S
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Cindy Savage is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, holding 26 years of industry experience. She is part of a seven-advisor team at the firm. WRS Financial Services provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental analysis and long-term strategies, focusing on portfolio and retirement-plan management rather than comprehensive financial planning.
Bryan R
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Bryan Robinson is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, with 15 years of industry experience. He holds a Series 65 designation and has been with WRS Financial Services since 2008. WRS Financial Services is an independent registered investment adviser that manages discretionary portfolios for individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it also provides ERISA-focused services and portfolio management for institutional clients.
Milton S
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Milton Sims is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, holding a Series 65 designation and 26 years of industry experience. He is part of a seven-advisor team at the firm. WRS Financial Services provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on customized portfolio management and retirement-plan advisory services, employing fundamental analysis and long-term purchase strategies while operating under discretionary authority.
William R
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
William Ray is a Series 65 licensed financial advisor with 26 years of industry experience, based in Tuscaloosa, Alabama. He is part of a seven-advisor team at WRS Financial Services, L.L.C. WRS Financial Services, LLC provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and retirement-plan advisory services, emphasizing fundamental analysis and long-term purchase strategies under discretionary authority.
Kimberly S
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Kimberly Sartain is a Series 65 licensed financial advisor with 26 years of industry experience, currently practicing at WRS Financial Services, L.L.C. based in Tuscaloosa, Alabama. She is part of a seven-advisor team at the firm. WRS Financial Services, LLC provides discretionary investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes customized portfolio management using fundamental analysis and long-term purchase strategies, operating under discretionary authority with continuous account monitoring and rebalancing.
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