Stacia Bearden
Wurz Financial Services · Holland, Ohio
Stacia Bearden is a fee-only financial advisor at Wurz Financial Services in Holland, Ohio, who holds the CFP credential. Stacia 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.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Wurz Financial Services |
|---|---|
| Based in | Holland, 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 |
| Accepting new clients | Yes |
| Assets under management | $117M across 449 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 8274371 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wurzfinancialservices.com |
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Questions about Stacia
Is Stacia Bearden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacia 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 Stacia charge for financial advice?
Stacia'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 Stacia charge?
According to Wurz Financial Services's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Stacia work with clients virtually?
Yes. Wurz Financial Services says on its website that it works with clients remotely.
Where is Stacia Bearden based?
Stacia Bearden is based in Holland, Ohio.
What does Stacia specialize in?
Stacia's specialties include retirement planning, equity compensation, tax planning, founders (pre-exit) and pension planning. Stacia works with executives, pre-retirees, retirees and founders.
What credentials does Stacia Bearden hold?
Stacia Bearden holds the CFP credential.
Is Stacia Bearden registered with the SEC?
Yes. Stacia Bearden is registered as an investment adviser representative in GA (CRD 8274371), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wurz Financial Services manage?
Wurz Financial Services reports $117M across 449 accounts in assets under management.
How do I contact Stacia Bearden?
Through Stacia's website, www.wurzfinancialservices.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
- Wurz Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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