Stacia Bearden is a CFP-designated registered investment advisor at Wurz Financial Services, LLC, based in Jasper, GA. Stacia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are generally negotiable. Minimum annual fee of $6,250 applies.
Fee Estimator
Location
Jasper, GA
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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 →Employment History
Current Registrations
Wurz Financial Services, LLC
State Registrations1 state
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
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