Advisor at Seastrunk Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florence, SC 29501
Credentials
CFP®, Series 65
Industry experience
9 years
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.
Based on Seastrunk Financial Management, LLC
Based on Seastrunk Financial Management, LLC
Based on Seastrunk Financial Management, LLC
One-time custom Financial Plans and Investment Plans with minimum fee of $1,200; retainer of half due upon acceptance, balance upon delivery; monthly bank draft subscription also available.
$0 - $600,000: 1.00% $600,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
$150 per hour for consultations payable at time of service.
Monthly bank draft subscription available as alternative payment for financial plans.
Account minimum: $100,000 total combined across accounts (individual accounts can be as small as $3,000) Fee-only: Fee-only discretionary investment advisory services; no commissions or other compensation received.
121 S Cashua Dr.
Florence, SC 29501
South Carolina
Seastrunk Financial Management, LLC
2016 - Present (10 years)
Francis Marion University
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
CFP®
Florence, SC
WebsterRogers Financial Advisors, LLC
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.
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.
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.
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.
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.
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