Amy
Fisher

Websterrogers Financial Advisors, LLC

CRD#5301223
Investment Advisor
in Florence, SC

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About this Advisor

Amy Fisher is a certified financial planner based out of Florence, South Carolina, with 16 years of industry experience. Fisher is on the advisory team at Websterrogers Financial Advisors, LLC. Throughout their career, Fisher has worked at Webster Rogers Llp and Webster Rogers Financial Advisors, LLC. Fisher is approved to advise clients in South Carolina. Websterrogers Financial Advisors, LLC is a financial advisory firm that has its headquarters in Florence, SC. The firm has a total of nine employees. It administers $303 million in assets under management across its 704 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 704 accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Websterrogers Financial Advisors, LLC most likely are comprised of some combination of asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1411 Second Loop Road
Florence, SC 29505-2801

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Websterrogers Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$303,163,694

SC Average: $646,059,043
Total Number of Employees

9

SC Average: 13
Total Number of Accounts

704

SC Average: 661
Average Account Size

$430,630

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Amy Fisher Work History

Amy has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Webster Rogers Financial Advisors, LLC

2004 - Present (20 years)

Webster Rogers Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amy Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Websterrogers Financial Advisors, LLC

Marion Fowler
Florence, SC
Drake Wright
Florence, SC
William Hardaway
Florence, SC
Carson Strom
Florence, SC
Jessica Harrington
Florence, SC
Alexander Rasmussen
Florence, SC
Amy Fisher
Florence, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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