CRD: 331608
Wurz Financial Services, LLC
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2024
- Office Locations
- 2
Office Locations
About Wurz Financial Services, LLC
Wurz Financial Services is a family-run, fee-only fiduciary firm providing tax-smart retirement planning, investment management, and tax planning for executives, professionals, and business owners—often 5–10 years from retirement. The team uses a research-driven, evidence-based approach, with planning around employer stock, deferred comp, and business exits to improve after-tax outcomes. Based in Cincinnati/Toledo with a nationwide client base; publishes The Lawyer Millionaire podcast.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARREN WURZ
Chief Compliance Officer, Director, Managing Partner
- CRD
- #6511945
- Ownership
- 50% but less than 75%
TRAVIS R WURZ
Certified Financial Planner, Managing Partner
- CRD
- #6558523
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Stacia Marie Bearden
--
- CRD
- #8274371
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,000,000 | $260,579 |
| Non-Discretionary | $0 | -- |
| Total | $117,000,000 | $260,579 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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