Wurz Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wurz Financial Services provides discretionary portfolio management, financial planning (both one‑time and ongoing subscription arrangements), and business consulting to individuals, high‑net‑worth clients, and business entities. The firm explicitly offers business planning services tailored to law firm owners, including a monthly strategy/planning session and seats for its business planning software.
The firm documents client goals and risk tolerance in written Investment Policy Statements and typically seeks discretionary trading authority, employing a mix of fundamental, quantitative, technical, and modern portfolio theory approaches across both long‑ and short‑term strategies. Accounts are reviewed at least quarterly and the firm uses model allocations alongside individualized recommendations to serve a large client base.
Distinctive features include a focused service offering for law‑firm owners, an ongoing subscription financial‑planning option billed monthly, and an affiliated insurance‑sales activity that the firm discloses as a potential conflict of interest. The firm manages about $117 million for roughly 491 clients with two advisors—more than 200 clients per advisor—which the brochure indicates is supported by standardized processes, partnerships with a CPA firm that can involve referral fees, and optional tax‑preparation cost coverage for certain larger clients.
Client services
Expertise
Occupation focus
Fee options
Business planning fixed fee is $15,000 annually. Financial planning one-time fixed fees range from $0 to $50,000.
$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%
Financial planning ongoing subscription fees range from $100 to $4,000 per month.
Minimum fee: Portfolio management minimum annual fee is $6,250.
Main office
See office6904 Spring Valley Drive, Suite 301
Holland OH 43528
Advisors at this office
1
Offices (3)
Most active in
Florida · Georgia · Kentucky · Louisiana · Michigan · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Darren W
CFP®, Series 63, Series 65
Cincinnati, OH
Wurz Financial Services, LLC
Darren Wurz is a CFP® with 11 years of industry experience and currently serves as an advisor at Wurz Financial Services, LLC. His prior experience includes roles at Schmerge Executive Planning Services, Prosperity Wealth Management, and Fortune Financial Services. 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 and maintains standardized processes to manage approximately $117 million for nearly 491 clients.
Travis W
Series 66
Holland, OH
Wurz Financial Services, LLC
Travis Wurz is a financial advisor at Wurz Financial Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Schmerge Executive Planning Services, Inc. and Prosperity Wealth Management, Inc. He recently obtained an insurance license. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities. The firm offers specialized business planning services for law firm owners and employs a blend of investment strategies documented in written Investment Policy Statements.
Stacia B
CFP®
Jasper, GA
Wurz Financial Services, LLC
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.
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