William Miles
WebsterRogers Financial Advisors · Columbia, South Carolina
William Miles is a fee-only financial advisor at WebsterRogers Financial Advisors in Columbia, South Carolina. William 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 | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $460.5M across 810 accounts |
| SEC registration | Investment adviser representative in SC · CRD 7986558 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wrfasc.com |
| Profile |
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Questions about William
Is William Miles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, WebsterRogers Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Miles based?
William Miles is based in Columbia, South Carolina.
What does William specialize in?
William's specialties include retirement planning, small business owners and equity compensation. William works with executives, retirees and early-career professionals.
Is William Miles registered with the SEC?
Yes. William Miles is registered as an investment adviser representative in SC (CRD 7986558), 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 William Miles?
Through William'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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