Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,232,295
Total clients
48
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$546,506
WRS Financial Services, LLC is a registered investment adviser that provides discretionary portfolio management to individual investors and also to retirement plans, trusts, estates and charitable organizations. As of December 31, 2024 the firm reported approximately $26.2 million in discretionary assets under management across 48 client relationships.
The firm builds customized, non‑model portfolios using fundamental analysis and a long‑term purchase approach, monitoring and rebalancing accounts on an ongoing basis; advisory fees are billed quarterly. Clients grant the firm discretionary authority under a management agreement and may impose written restrictions, and the firm may aggregate related household accounts for fee consideration.
WRS is a wholly owned subsidiary of a certified public accounting firm and shares ownership with that accounting practice, an affiliation that is uncommon among independent advisers. The firm also provides ERISA-focused services to pension and profit‑sharing plans and offers portfolio management for institutional-type clients, services that are less common among peers in its category.
$0 - $500,000: 1.0000% annually $500,001 - $1,000,000: 0.9000% annually $1,000,001 - $5,000,000: 0.8000% annually $5,000,001+: 0.7500% annually
Account minimum: $100,000
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.
WRS Financial Services, L.L.C.
216 Mcfarland Circle N.
Tuscaloosa AL 35406, United States
Number of offices
1
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
Series 65
Tuscaloosa, AL
WRS Financial Services, L.L.C.
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