WEBSTERROGERS FINANCIAL ADVISORS, LLC

1411 Second Loop Road
Florence, South Carolina 29505-2801
Tel: 843-665-6321

About WEBSTERROGERS FINANCIAL ADVISORS, LLC

WEBSTERROGERS FINANCIAL ADVISORS, LLC, formally registered with the SEC as WEBSTERROGERS FINANCIAL ADVISORS, LLC. The firm was established in 09/27/2002. They have over 3 offices throughout the country.

WEBSTERROGERS FINANCIAL ADVISORS, LLC is a Florence, South Carolina based Financial Planning firm with nearly $371,837,948 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121006
SEC#	801-61500
Assets Managed by Firm	$371,837,948
No. of Clients	744
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	744	$371,837,948
Individuals (other than high net worth individuals)	225	$66,977,892
High net worth individuals	68	$274,594,737
Pension and profit sharing plans	13	$3,332,243
Charitable organizations	Fewer than 5 clients	$12,135,634
Corporations or other businesses	Fewer than 5 clients	$14,797,442

More Retirement Planning firms in Florence, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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