Wurz Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $50,000

“The negotiated fixed rate for creating a one-time financial plan is between $0 and $50,000.”

Monthly fee

$100⁠-⁠$4,000/mo

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

Annual fee

$15,000/yr

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

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wurz Financial Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Each layer of assets is billed at its respective rate.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WFS's fees within five business days of signing the Investment Advisory Contract.”

How Wurz Financial Services, LLC’s fees compare

• Its flat or project fee of up to $50,000 spans the Ohio median of $3,250. 96% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the Ohio median of $5,000. 76% of the 79 other Ohio planners that publish an annual fee charge less.

About Wurz Financial Services, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$6,250 minimum fee (stated in brochure)

Clients

491

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$117,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

331608

Website

linkedin.com/in/darren-p-wurz (opens in new tab)

Phone

(859) 291-9879

Can advise clients in 6 states: Florida, Georgia, Kentucky, Louisiana, Michigan, Ohio

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