# Darren Wurz

> Darren Wurz is a fee-only financial advisor at Wurz Financial Services in Cincinnati, Ohio, who holds the CFP credential. Darren focuses on retirement planning, equity compensation and tax planning. Wurz Financial Services reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/darren-wurz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wurz Financial Services
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $117M across 449 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Equity compensation, Tax planning, Founders (pre-exit), Pension planning
- **Works with:** Executives, Pre-retirees, Retirees, Founders
- **CRD:** 6511945 (https://adviserinfo.sec.gov/individual/summary/6511945)
- **SEC registration:** Investment adviser representative in FL, KY, LA, OH
- **Exams passed:** Series 63 (2015), Series 65 (2017)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.wurzfinancialservices.com

## Frequently asked questions

### Is Darren Wurz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Darren holds no broker registration, and Wurz Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Darren charge for financial advice?

Darren's firm, Wurz Financial Services, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### How much does Darren charge?

According to Wurz Financial Services's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Does Darren work with clients virtually?

Yes. Wurz Financial Services says on its website that it works with clients remotely.

### Where is Darren Wurz based?

Darren Wurz is based in Cincinnati, Ohio.

### What does Darren specialize in?

Darren's specialties include retirement planning, equity compensation, tax planning, founders (pre-exit) and pension planning. Darren works with executives, pre-retirees, retirees and founders.

### What credentials does Darren Wurz hold?

Darren Wurz holds the CFP credential.

### Is Darren Wurz registered with the SEC?

Yes. Darren Wurz is registered as an investment adviser representative in FL, KY, LA and OH (CRD 6511945), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wurz Financial Services manage?

Wurz Financial Services reports $117M across 449 accounts in assets under management.

### How do I contact Darren Wurz?

Through Darren's website, www.wurzfinancialservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6511945): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wurzfinancialservices.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.