Julie A. Wurst, Cfp, LLC

Overview

Julie A. Wurst, Cfp, LLC is an independently owned limited liability company that operates as a registered investment adviser focused on individual and family clients. The firm’s core services are financial planning and discretionary portfolio management for individuals and small businesses. Its owner-driven model bills clients through hourly and fixed fees rather than percentage-based asset management fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.

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Location & Offices