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 financial advisor with 25 years of industry experience. He is the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, AL. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm employs a customized, fundamental analysis-driven investment approach with a long-term purchase strategy and also offers ERISA-focused services to pension and profit-sharing plans.
Robert W
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Robert Way is a financial advisor at WRS Financial Services, L.L.C. in Tuscaloosa, Alabama, holding a Series 65 designation with 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26.2 million in discretionary assets across 48 client relationships, offering customized, non-model portfolios based on fundamental analysis and a long-term purchase approach. WRS is a wholly owned subsidiary of a certified public accounting firm and provides ERISA-focused services and institutional portfolio management, distinguishing it within its category.
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 25 years of industry experience. She is the sole advisor at her independent firm. WRS Financial Services provides discretionary portfolio management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a customized, fundamental analysis-based investment approach with ongoing monitoring and rebalancing, and maintains an affiliation with a certified public accounting firm, offering specialized ERISA-focused and institutional portfolio management services.
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 at WRS Financial Services, L.L.C. in Tuscaloosa, AL, holding a Series 65 designation with 25 years of industry experience. He is the sole advisor at the independent firm. WRS Financial Services, LLC provides discretionary portfolio management to 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, with services that include ERISA-focused pension and profit-sharing plan management.
William R
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
William Ray is a Series 65 licensed financial advisor with 25 years of industry experience. He operates as the sole advisor at WRS Financial Services, L.L.C., an independent registered investment adviser based in Tuscaloosa, Alabama. WRS Financial Services provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm specializes in customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and it is affiliated with a certified public accounting firm, offering ERISA-focused services and institutional portfolio management.
Kimberly S
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Kimberly Sartain is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama. She holds a Series 65 designation and has 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm builds customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and also offers ERISA-focused services and portfolio management for institutional-type clients.
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