WURZ FINANCIAL SERVICES, LLC
SEC RegisteredBUSINESS, TAX, & FINANCIAL ADVISORS FOR LAW FIRM OWNERS
About the firm
At The Lawyer Millionaire®, we help growth-minded law firm owners build highly profitable firms and lasting personal wealth through a fully integrated, family office-style approach to business strategy, tax planning, and wealth management - all under one roof. The firm works exclusively with law firm owners, offering integrated business, tax, and financial planning under a flat monthly membership fee with no commissions or AUM percentages.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business strategy, tax planning and filing, cash flow planning, business structure optimization, financial planning, investment management, retirement planning, and exit planning — delivered as a coordinated, team-based advisory service.
Who they serve
Law firm owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 449 | $64M |
| High Net Worth Individuals | 42 | $53M |
15 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $200,000 | 1.50% |
| $200,001 - $1,000,000 | 1.30% |
| $1,000,001 - $3,000,000 | 1.10% |
| $3,000,001 - $5,000,000 | 0.90% |
| $5,000,001 and Up | 0.80% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WURZ FINANCIAL SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.