WebsterRogers Financial Advisors, LLC fees
Financial planner in Florence, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, WebsterRogers Financial Advisors, LLC (Florence, SC) charges $200-$500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Hourly rate
- $200-
$500/hr Runs from below the South Carolina median of $266 to above it.
“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.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 9 employees
How WebsterRogers Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If daily pricing of the asset is available, it is billed via average daily balance.”
- “Based on client need and as contracted, these accounts will be billed in advance or in arrears.”
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted from the date WRFA begins management of the account through the last business day of the calendar quarter where the account was opened.”
About WebsterRogers Financial Advisors, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 315
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $461 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 6, 2026
- CRD number
- 121006 (opens in new tab)
- Phone
- (843) 665-6321
Registered or notice filed in 5 states: Florida, Georgia, North Carolina, South Carolina, Texas
More planners in South Carolina that publish fees
- Resettle WealthMyrtle BeachFlat $10,000
- Akin Investments, L.L.C.CharlestonHourly $150-$300/hr
- Oak Advisors, LLCBlufftonHourly $200-$350/hr, Flat $1,000-$10,000
- Silver Oak Leaf Financial Services L.L.C.BlufftonFlat $500-$3,500, Monthly $200-$500/mo
- Continuum Wealth Management, LLCGreenvilleHourly $300/hr
- Hilton Head Capital Partners, LLCHilton Head IslandHourly $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.