WURZ FINANCIAL SERVICES, LLC

Overview

Wurz Financial Services, LLC is an independent registered investment adviser focused on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and offers a multi-fee approach that includes percentage-of-AUM fees, hourly charges, subscription fees and fixed fees. In addition to advisory work, the firm lists business activities tied to a law firm and other financial product sales, indicating a mix of legal and product-distribution capabilities alongside investment advice. In portfolio construction the firm favors pooled public funds — mutual funds and similar vehicles — as its primary building blocks, while also maintaining access to alternative strategies. Wurz Financial Services does not identify itself as a capital allocator and is not positioned as an active ESG investor. Its adviser model is oriented toward direct client relationships rather than operating multi-state or institutional consulting platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices