# Websterrogers Financial Advisors, LLC

> Websterrogers Financial Advisors, LLC is an SEC-registered investment advisory firm in Florence, SC, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 121006
- Filed as: WEBSTERROGERS FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Florence, SC
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121006
- AdvisorCensus page: https://advisorcensus.com/firm/websterrogers-financial-advisors-llc-florence-sc-121006

## Quick answers

**How is Websterrogers Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Websterrogers Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Websterrogers Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $200 to $500 an hour (Investment Consulting/ Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Websterrogers Financial Advisors, LLC located?**
Websterrogers Financial Advisors, LLC's principal office is in Florence, SC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Websterrogers Financial Advisors, LLC registered with the SEC or a state?**
Websterrogers Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 121006.

**How much does Websterrogers Financial Advisors, LLC manage?**
Websterrogers Financial Advisors, LLC reports $460,501,525 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Websterrogers Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Websterrogers Financial Advisors, LLC: Regulatory assets under management: $618,268,825 in the October 2021 data and $460,501,525 in the October 2026 data, down 26%. Total employees: 12 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Websterrogers Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (73); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Websterrogers Financial Advisors, LLC use?**
Websterrogers Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Websterrogers Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121006

**What changed in Websterrogers Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $371,837,948 to $460,501,525 (+24%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Hourly rate: $200 to $500 an hour (Investment Consulting/ Financial Planning Services)

> Clients will be billed an hourly rate for this service, ranging from $200 per hour to $500 per hour, based on the nature and complexity of the client's situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $460,501,525
- Discretionary: $459,674,736
- Non-discretionary: $826,789

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $84,300,006 |
| High net worth individuals | 73 | $346,248,394 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $3,914,022 |
| Charitable organizations | Fewer than 5 | $14,841,883 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,197,220 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charleston, SC

### Websites listed on Form ADV (Item 1.I)
- wrfasc.com
- Facebook facebook.com
- Instagram @wrfinancialadvisorsllc
- LinkedIn @websterrogers-financial-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $618,268,825 | 12 | March 22, 2021 |
| October 2022 | $698,090,850 | 12 | March 22, 2022 |
| October 2023 | $303,163,694 | 9 | July 27, 2023 |
| October 2024 | $345,752,957 | 10 | March 5, 2024 |
| October 2025 | $371,837,948 | 10 | June 10, 2025 |
| October 2026 | $460,501,525 | 9 | March 6, 2026 |

Regulatory assets under management: $618,268,825 in the October 2021 data and $460,501,525 in the October 2026 data, down 26%.
Total employees: 12 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $371,837,948 to $460,501,525 (+24%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Websterrogers Financial Advisors, LLC (CRD 121006): Form ADV filing data as of October 2026.