DW
CFP
DW
CFP
Darren Wurz
10 Years of Experience
Cincinnati, OH
1 Disclosure
Darren Wurz is a CFP-designated registered investment advisor at Wurz Financial Services, LLC, based in Cincinnati, OH, with 10 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 491 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
491 clients
Average Client Portfolio
$238K average
Assets Under Management
$117.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
201 E 5th St, Suite 1900, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2019Closed-No Action
Employment History
Current Registrations
Wurz Financial Services, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Schmerge Executive Planning Services, INC.
July 2019 - January 2025 · 5 yrs 6 mos
Prosperity Wealth Management, INC.
June 2017 - August 2019 · 2 yrs 2 mos
Fortune Financial Services, INC.Broker
June 2015 - December 2020 · 5 yrs 6 mos
State Registrations4 states
FLKYLAOH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.