Carson Strom
WebsterRogers Financial Advisors · Florence, South Carolina
Carson Strom is a fee-only financial advisor at WebsterRogers Financial Advisors in Florence, South Carolina, who holds the CFA credential. Carson focuses on retirement planning, small business owners and equity compensation. WebsterRogers Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
Facts
| Firm | WebsterRogers Financial Advisors |
|---|---|
| Based in | Florence, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $460.5M across 810 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SC, TX · CRD 6948000 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wrfasc.com |
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Questions about Carson
Is Carson Strom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carson holds no broker registration, and WebsterRogers Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carson charge for financial advice?
Carson's firm, WebsterRogers Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Carson Strom based?
Carson Strom is based in Florence, South Carolina.
What does Carson specialize in?
Carson's specialties include retirement planning, small business owners and equity compensation. Carson works with executives, retirees and early-career professionals.
What credentials does Carson Strom hold?
Carson Strom holds the CFA credential.
Is Carson Strom registered with the SEC?
Yes. Carson Strom is registered as an investment adviser representative in SC and TX (CRD 6948000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WebsterRogers Financial Advisors manage?
WebsterRogers Financial Advisors reports $460.5M across 810 accounts in assets under management.
How do I contact Carson Strom?
Through Carson's website, www.wrfasc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WebsterRogers Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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