Julie A. Wurst, CFP, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,726,926
Total clients
17
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$2,866,290
About
The firm serves individual clients and provides portfolio management and comprehensive financial planning services, operating as a solo advisory practice with a small client roster and nearly $49 million in assets under management. It acts as the primary advisor and point of contact for its clients, focusing on tailored advice rather than institutional offerings.
The adviser holds a CFP certification and an MBA and draws on decades of experience in fixed-income markets and prior roles in financial services. As the sole member and supervisory representative of the firm, the adviser manages client relationships directly and is responsible for all aspects of advice and oversight.
Compared with many independent peers, the firm does not use percentage-of-assets-under-management fees, a structure that is statistically less common among similar firms. The brochure also notes no outside business activities or additional compensation, reflecting a single-focus advisory model combined with a small, concentrated client base.
Client services
Financial planning
Portfolio management
Fee options
Fee-only: Hourly charges and Fixed fees as reported in SEC Form ADV Part 1
Main office location
Julie A. Wurst, CFP, LLC
Tacoma WA, United States
Number of offices
1
Most active in
Julie A. Wurst, CFP, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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