Travis Wurz
Wurz Financial Services · Holland, Ohio
Travis Wurz is a fee-only financial advisor at Wurz Financial Services in Holland, Ohio. Travis 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 |
| SEC registration | Investment adviser representative in FL, MI, OH · CRD 6558523 |
| Exams passed | Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wurzfinancialservices.com |
| Profile |
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Questions about Travis
Is Travis Wurz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis 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 Travis charge for financial advice?
Travis'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 Travis charge?
According to Wurz Financial Services's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Travis work with clients virtually?
Yes. Wurz Financial Services says on its website that it works with clients remotely.
Where is Travis Wurz based?
Travis Wurz is based in Holland, Ohio.
What does Travis specialize in?
Travis's specialties include retirement planning, equity compensation, tax planning, founders (pre-exit) and pension planning. Travis works with executives, pre-retirees, retirees and founders.
Is Travis Wurz registered with the SEC?
Yes. Travis Wurz is registered as an investment adviser representative in FL, MI and OH (CRD 6558523), 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 Travis Wurz?
Through Travis'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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