{
  "crd_number": 331608,
  "slug": "wurz-financial-services-llc-holland-oh-331608",
  "primary_business_name": "WURZ FINANCIAL SERVICES, LLC",
  "legal_name": "WURZ FINANCIAL SERVICES, LLC",
  "dbas": [],
  "city": "Holland",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "45780",
  "metro": {
    "cbsa_code": "45780",
    "common_name": "Toledo",
    "msa_name": "Toledo, OH",
    "path": "/advisors/oh/toledo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 117000000.0,
  "raum_discretionary": 117000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 64000000.0,
      "count": 449
    },
    "high_net_worth_individuals": {
      "raum": 53000000.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "KY",
    "LA",
    "MI",
    "OH"
  ],
  "websites": [
    "https://facebook.com/darren.wurz.3",
    "https://facebook.com/thelawyermillionaire",
    "https://facebook.com/wurzfinancialservice",
    "https://instagram.com/thelawyermillionaire",
    "https://lawyermillionaire.com",
    "https://linkedin.com/company/the-lawyer-millionaire?viewAsMember=true",
    "https://linkedin.com/company/wurz-financial-services",
    "https://linkedin.com/in/darren-p-wurz",
    "https://linkedin.com/in/darren-wurz",
    "https://linkedin.com/in/traviswurz",
    "https://tiktok.com/@thelawyermillionaire",
    "https://wurzfinancialservices.com",
    "https://x.com/wurzfinanccial",
    "https://youtube.com/@thelawyermillionaire",
    "https://youtube.com/c/WurzFinancialServicesCovington/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331608",
  "city_as_filed": "HOLLAND",
  "url": "https://advisorcensus.com/firm/wurz-financial-services-llc-holland-oh-331608",
  "display_name": "Wurz Financial Services, LLC",
  "summary": "Wurz Financial Services, LLC is an SEC-registered investment advisory firm in Holland, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Wurz Financial Services, LLC (CRD 331608): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wurz Financial Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wurz Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wurz Financial Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 29, 2026 states: Flat fee: $15,000 a year (business planning); Subscription: $100 to $4,000 a month (ongoing financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wurz Financial Services, LLC located?",
      "a": "Wurz Financial Services, LLC's principal office is in Holland, OH, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wurz Financial Services, LLC registered with the SEC or a state?",
      "a": "Wurz Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 331608."
    },
    {
      "q": "How much does Wurz Financial Services, LLC manage?",
      "a": "Wurz Financial Services, LLC reports $117,000,000 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wurz Financial Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (449); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Wurz Financial Services, LLC use?",
      "a": "Wurz Financial Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wurz Financial Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331608"
    },
    {
      "q": "Does Wurz Financial Services, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 29, 2026 says: \"There is no account minimum for any of WFS’s services.\""
    },
    {
      "q": "What changed in Wurz Financial Services, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $15,000 a year (business planning)",
      "Subscription: $100 to $4,000 a month (ongoing financial planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of WFS’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $15,000 a year (business planning)"
        ],
        "quotes": [
          "The fixed rate for business planning is $15,000 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $100 to $4,000 a month (ongoing financial planning)"
        ],
        "quotes": [
          "The negotiated fixed rate for a subscription to ongoing financial planning is between $100 and $4000 per month."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 15000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "business planning"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 100.0,
          "max": 4000.0,
          "period": "monthly",
          "service": "ongoing financial planning"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of WFS’s services.",
      "The fixed rate for business planning is $15,000 annually.",
      "The negotiated fixed rate for a subscription to ongoing financial planning is between $100 and $4000 per month."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Nationwide Securities, LLC",
      "name_as_filed": "NATIONWIDE SECURITIES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wurz-financial-services-llc-holland-oh-331608.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 449,
      "fewer_than_5": false,
      "raum": 64000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 53000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331608",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}