# Wurz Financial Services, LLC

> 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.

- CRD: 331608
- Filed as: WURZ FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holland, OH
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331608
- AdvisorCensus page: https://advisorcensus.com/firm/wurz-financial-services-llc-holland-oh-331608

## Quick answers

**How is Wurz Financial Services, LLC compensated?**
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).

**How much does Wurz Financial Services, LLC charge?**
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.

**Where is Wurz Financial Services, LLC located?**
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).

**Is Wurz Financial Services, LLC registered with the SEC or a state?**
Wurz Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 331608.

**How much does Wurz Financial Services, LLC manage?**
Wurz Financial Services, LLC reports $117,000,000 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Wurz Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (449); high net worth individuals (42).

**Which custodians does Wurz Financial Services, LLC use?**
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.

**Does Wurz Financial Services, LLC report any disciplinary disclosures?**
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

**Does Wurz Financial Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 29, 2026 says: "There is no account minimum for any of WFS’s services."

**What changed in Wurz Financial Services, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: None

> There is no account minimum for any of WFS’s services.

- Flat fee: $15,000 a year (business planning)

> The fixed rate for business planning is $15,000 annually.

- Subscription: $100 to $4,000 a month (ongoing financial planning)

> The negotiated fixed rate for a subscription to ongoing financial planning is between $100 and $4000 per month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Nationwide Securities, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $117,000,000
- Discretionary: $117,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 449 | $64,000,000 |
| High net worth individuals | 42 | $53,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, KY, LA, MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cincinnati, OH

### Websites listed on Form ADV (Item 1.I)
- lawyermillionaire.com
- wurzfinancialservices.com
- Facebook @darren.wurz.3
- Facebook @thelawyermillionaire
- Facebook @wurzfinancialservice
- Instagram @thelawyermillionaire
- LinkedIn @the-lawyer-millionaire
- LinkedIn @wurz-financial-services
- LinkedIn @darren-p-wurz
- LinkedIn @darren-wurz
- LinkedIn @traviswurz
- TikTok @thelawyermillionaire
- X @wurzfinanccial
- YouTube @thelawyermillionaire
- YouTube @WurzFinancialServicesCovington

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 2 to 3.

### March 2026
- Registered or notice-filed in GA.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wurz Financial Services, LLC (CRD 331608): Form ADV filing data as of October 2026.