Holland, OH Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wurz Financial Services, LLC
Supported
Firm-wide stats for Wurz Financial Services, LLC
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.
Based on Wurz Financial Services, LLC
Location
6904 Spring Valley Drive, Suite 301
Holland OH 43528
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)