Travis Wurz
Travis Wurz is a registered investment advisor at Wurz Financial Services, LLC, based in Holland, OH, with 9 years of industry experience. Travis 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
6904 Spring Valley Drive, Suite 301, Holland, OH, 43528
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis recently became insurance licensed. He is also a registered representative with Fortune Financial Services Inc., spending a few hours per week servicing client accounts.
Employment History
Current Registrations
Wurz Financial Services, LLC
Previous Registrations
Schmerge Executive Planning Services, INC.
Fortune Financial Services, INC.Broker
Prosperity Wealth Management, INC.
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
State Registrations3 states
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.