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Amy Fisher

Advisor at WebsterRogers Financial Advisors, LLC

Updated today

Location

Florence, SC 29505-2801

Credentials

CFP®

Industry experience

18 years

About

Amy Fisher is a CFP® professional with 18 years of experience in financial advising. She has been with WebsterRogers Financial Advisors, LLC since 2007 and is also associated with Webster Rogers LLP. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs long-term strategies based on Modern Portfolio Theory, utilizing diversified portfolios and risk-management tools, and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.

Client services

Based on WebsterRogers Financial Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on WebsterRogers Financial Advisors, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning

Occupation focus

Based on WebsterRogers Financial Advisors, LLC

Founder/Business Owner Retired

Fee options

Percentage

$0 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$200 to $500 per hour

Other

Account minimum: $250,000 Minimum fee: Minimum fee of $2,500 for participant-directed retirement plan services

Location

1411 Second Loop Road

Florence, SC 29505-2801

Most active in

South Carolina

Work history

Webster Rogers Financial Advisors, LLC

2007 - Present (19 years)

Webster Rogers LLP

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Conrad S

CFP®, Series 65

Florence, SC

Seastrunk Financial Management, LLC

Conrad Seastrunk is a CFP® with nine years of industry experience and is the principal advisor at Seastrunk Financial Management, LLC in Florence, SC. He previously worked at Francis Marion University before founding his current firm in 2016. Seastrunk Financial Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers tailored portfolio management and wealth counseling using a fundamental analysis approach, combining fee-only advisory services with in-house personal income tax preparation.

General retirement planning Social Security optimization Divorce financial planning Tax-loss harvesting College savings (529s, UTMA, etc.) Executive Founder/Business Owner Approaching retirement Mid-Career Professionals Parents
user avatar

Conrad S

CFP®, Series 63

Florence, SC

Seastrunk Financial Management, LLC

Conrad Seastrunk is a financial advisor at Seastrunk Financial Management, LLC in Florence, SC, holding the CFP® designation and a Series 63 license with 15 years of industry experience. He has been affiliated with Seastrunk Financial Management Co. since 1994. Seastrunk Financial Management, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers discretionary and non-discretionary portfolio management and wealth counseling, utilizing a tax-aware investment approach and combining fee-only advisory services with in-house personal income tax preparation.

General retirement planning Social Security optimization Divorce financial planning Tax-loss harvesting College savings (529s, UTMA, etc.) Executive Founder/Business Owner Approaching retirement Mid-Career Professionals Parents
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Alexander R

CFA®, Series 63, Series 65

Florence, SC

WebsterRogers Financial Advisors, LLC

Alexander Rasmussen is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at WebsterRogers Financial Advisors, LLC since 2016, with prior experience at BMO Private Bank. He holds Series 63 and 65 licenses. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses, providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified portfolios and risk management tools, and integrates advisory services with accounting relationships through its ownership by WebsterRogers LLP partners.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Jessica H

Series 63, Series 65

Florence, SC

WebsterRogers Financial Advisors, LLC

Jessica Harrington is a financial advisor at WebsterRogers Financial Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with WebsterRogers since 2015. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, using diversified portfolios and risk management tools, and integrates advisory services with accounting through its ownership by partners of WebsterRogers LLP.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Drake W

Series 65

Florence, SC

WebsterRogers Financial Advisors, LLC

Drake Wright is a financial advisor at WebsterRogers Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has been with Webster Rogers since 2016. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on long-term strategies using diversified portfolios aligned with Modern Portfolio Theory and incorporates tax-aware allocation and opportunistic rebalancing.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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William H

CFP®, PFS™

Florence, SC

WebsterRogers Financial Advisors, LLC

William Hardaway is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at WebsterRogers Financial Advisors, LLC. He has been with WebsterRogers in various capacities since 2013. In addition to his advisory role, he works as a tax associate outside of investment activities. WebsterRogers Financial Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on Modern Portfolio Theory and integrates advisory and accounting services through its affiliation with WebsterRogers LLP.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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