Julie Wurst
Julie A. Wurst, CFP · Tacoma, Washington
Julie Wurst is a fee-only financial advisor at Julie A. Wurst, CFP in Tacoma, Washington, who holds the CFP credential. Julie A. Wurst, CFP reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Julie A. Wurst, CFP |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $48.7M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 734749 |
| Exams passed | Series 63 (1981) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.juliewurst.com |
How Julie's firm compares
- Julie A. Wurst, CFP's average account is about $738,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Julie
Is Julie Wurst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Julie A. Wurst, CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Julie A. Wurst, CFP, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Julie Wurst based?
Julie Wurst is based in Tacoma, Washington.
What credentials does Julie Wurst hold?
Julie Wurst holds the CFP credential.
Is Julie Wurst registered with the SEC?
Yes. Julie Wurst is registered as an investment adviser representative in WA (CRD 734749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Julie A. Wurst, CFP manage?
Julie A. Wurst, CFP reports $48.7M across 66 accounts in assets under management.
How do I contact Julie Wurst?
Through Julie's website, www.juliewurst.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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