Wurz Financial Services, LLC

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Client assets under management

$117,000,000

Clients

491

9% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

246

Very High

Average account size

$238,289

About

Wurz Financial Services provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, and offers targeted business consulting for law firm owners. Services include ongoing portfolio management, one-time and ongoing financial planning, and business planning with regular strategy sessions and collaborative software access.

The firm typically implements discretionary portfolio management guided by an Investment Policy Statement for each client and employs a mix of analytical methods (fundamental, technical, quantitative, and modern portfolio theory) with both long- and short-term trading strategies. Its investable universe extends beyond common mutual funds and ETFs to include real estate funds, private placements, venture capital, commodities, and precious-metal ETFs, reflecting a broadly diversified approach.

Compared with peers, Wurz is notable for its explicit focus on law firm owners in its business-planning offering, its availability of subscription-style ongoing financial planning billed monthly, and its affiliated insurance activity and CPA referral arrangements that can create additional compensation relationships. The firm also operates with a relatively high client load per advisor, and has recently transitioned to SEC registration.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Income planning Annuities

Occupation focus

Attorney Founder/Business Owner

Fee options

Fixed

Business planning fixed fee of $15,000 annually; Financial planning fixed fee negotiated between $0 and $50,000

Percentage

$0 - $200,000: 1.50% $200,001 - $1,000,000: 1.30% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%

Subscriptions

Financial planning ongoing subscription fee between $100 and $4,000 per month

Other

Minimum fee: Minimum annual fee of $6,250 for portfolio management services

Main office location

Wurz Financial Services, LLC

6904 Spring Valley Drive, Suite 301

Holland OH 43528, United States

Number of offices

Most active in

Florida · Georgia · Kentucky · Louisiana · Michigan · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 859-291-9879

Advisors at this firm

Darren W

CFP®, Series 63, Series 65

Cincinnati, OH

Wurz Financial Services, LLC

Darren Wurz is a CFP® professional with 10 years of experience in financial advising. He is currently with Wurz Financial Services, LLC, where he has worked since 2024. His prior experience includes roles at Schmerge Executive Planning Services, Inc., Prosperity Wealth Management, and Fortune Financial Services. Wurz Financial Services provides advisory services to individuals, high-net-worth clients, and business entities, with a focus on business consulting and planning for law firm owners. The firm offers discretionary portfolio management and comprehensive financial planning through both one-time and subscription-based engagements, employing a range of investment strategies and a broad set of instruments tailored to client needs.

Business ownership considerations Income planning Annuities Attorney Founder/Business Owner

Travis W

Series 66

Holland, OH

Wurz Financial Services, LLC

Travis Wurz is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Wurz Financial Services, LLC and has previously worked at Schmerge Executive Planning Services, Prosperity Wealth Management, Fortune Financial Services, and the University of Toledo. He recently obtained an insurance license in addition to his advisory credentials. Wurz Financial Services provides advisory services to individuals, high-net-worth clients, and business entities, with a specialized practice serving law firm owners through business consulting and planning. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of investment strategies and instruments tailored to client-specific investment policy statements.

Business ownership considerations Income planning Annuities Attorney Founder/Business Owner

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