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Stacia Marie Bearden

Advisor at Wurz Financial Services, LLC — Jasper, GA

Updated today

Credentials

CFP®

Experience

< 1 year

Location

Jasper, GA

Wurz Financial Services, LLC logo

Wurz Financial Services, LLC

Supported

Total advisors

3

Across 3 offices

Clients per advisor

164 Very High

Avg AUM per client

$238,289 Very Low

HNW client ratio

9% Low

About

Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.

Client services

Based on Wurz Financial Services, LLC

Financial planning Portfolio management

Expertise

Based on Wurz Financial Services, LLC

Business ownership considerations Annuities

Occupation focus

Based on Wurz Financial Services, LLC

Attorney

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Fee options

Fixed

Business planning fixed fee is $15,000 annually. Financial planning one-time fixed fees range from $0 to $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%

Project-based
Subscriptions

Financial planning ongoing subscription fees range from $100 to $4,000 per month.

Other

Minimum fee: Portfolio management minimum annual fee is $6,250.

Location

See office

Jasper, GA

Jasper GA

Advisors at this office

1

Most active in

Georgia

Work history

< 1 year of industry experience

Wurz Financial Services, LLC

2026 - Present • 1 year

Jasper, GA

Wurz Financial Services

2025 - Present • 1 year

Holland, OH

Compass Wealth Management

2023 - 2025 • 2 years

Atlanta, GA

Destination Pet of Woodstock

2021 - 2023 • 2 years

Woodstock, GA

NorthStar Dog Training

2016 - 2021 • 5 years

Houston, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert M

CFP®, CFA®, Series 65

Big Canoe, GA

Compass Advisors LLC

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Income planning General retirement planning Wealth management Active portfolio management General tax planning
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Paul K

Series 63, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Paul Kiker Jr. is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of advising, he is the owner of Kiker Ventures, an S corporation established for tax purposes, and has involvement in insurance sales. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs mutual funds, ETFs, and selected equities with an investment approach that includes technical analysis, long- and short-term positions, short sales, and options trading, managing accounts on a discretionary basis.

Options & derivatives strategies
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Robert S

Series 65

Jasper, GA

Kiker Wealth Management, LLC

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Options & derivatives strategies
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Michael S

CFP®, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.

Options & derivatives strategies
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John A

Series 66

Jasper, GA

Kiker Wealth Management, LLC

John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.

Options & derivatives strategies
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Reynolds C

Series 65

Cumming, GA

Csenge Advisory Group, LLC

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Founder/Business Owner Retired Approaching retirement
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