A complete list of active advisors currently associated with WRS Financial Services, L.L.C.

Warmer can help you find a great advisor at WRS Financial Services, L.L.C. or one who fits your needs even better.

WRS Financial Services, LLC provides discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable organizations, managing roughly $30,250,901 for about 46 clients. The firm offers portfolio management and retirement‑plan advisory services rather than a broader menu of financial services. Portfolios are customized rather than delivered from model portfolios; the firm uses fundamental analysis and long‑term purchase strategies, monitors accounts continuously, and rebalances as needed while operating under discretionary authority with fee deductions authorized in writing. Fees are charged as a percentage of assets under management, and the firm may aggregate related household accounts when determining applicable fee tiers. The adviser is a wholly owned subsidiary of a certified public accounting firm, with the same owners across both entities, an affiliation that the brochure highlights as part of its business structure and one that is uncommon among similar team firms. The firm’s disclosures also note an emphasis on investment management and ERISA plan fiduciary services and the absence of standalone financial planning offerings, making its practice more focused on portfolio and plan management than on comprehensive financial planning.

To learn more about the advisors currently working at WRS Financial Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.