Michael Traxler Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$190,989,255
Clients
429
Advisors
4
of 6 employees
About
The firm provides discretionary asset management, annuity management, and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities. As of December 31, 2025, the four-advisor firm reports $194,691,700 in discretionary assets and delivers ongoing portfolio management and planning services tailored to individual client needs.
Investment programs are built from documented client goals, time horizons and risk tolerance and are implemented under discretionary authority using a mix of fundamental and technical analysis and long-term purchase strategies. The firm maintains written Investment Policy Statements for clients, monitors annuity accounts annually, and uses outside research sources such as Morningstar and public filings to inform investment decisions.
Several operational practices distinguish the firm from many peers: it explicitly offers discretionary annuity management and makes a mutual-fund-only platform available through American Funds Service Company for certain smaller or plan accounts. The firm discloses minority outside business interests in real estate, land management and private equity while stating those activities consume a limited portion of time, and it does not vote client proxies (clients receive proxy materials directly), which may affect proxy voting and platform-selection expectations for prospective clients.
Client services
Expertise
Fee options
$0 - $49,000: 1.40% annually $50,000 - $99,999: 1.25% annually $100,000 - $249,999: 1.10% annually $250,000 - $499,999: 0.95% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000+: 0.60% annually
$200 per hour for financial planning
Account minimum: $100,000 Fee-only: 1.0% annually for American Funds Service Company (AFS) accounts, billed quarterly in arrears
Main office
222 Main St. E.
New Prague MN 56071
Advisors at this office
4
Most active in
Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Isaac B
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Berger Financial Group and Chart Industries. He was a full-time student for 16 years before beginning his advisory career. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm manages nearly $195 million in discretionary assets and employs a disciplined process based on client goals, risk tolerance, and a mix of fundamental and technical analysis.
Michael T
Series 63, Series 66
New Prague, MN
Michael Traxler Wealth Management, LLC
Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Berger Financial Group and Private Partners, LLC, among others. Outside of advisory work, he is involved in farmland management and commercial real estate through ownership and officer positions in related businesses. Michael Traxler Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary asset management, annuity management, and financial planning. The firm constructs investment programs based on client goals and risk tolerance, employs a mix of fundamental and technical analysis, and uses outside research to inform decisions.
Ernest P
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
Ernest Pepel is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding a Series 65 designation and six years of industry experience. His work history includes a decade at Avid Fleet Maintenance prior to joining Michael Traxler Wealth Management, where he has worked since 2019. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets across four advisors, offering tailored investment programs based on client goals, risk tolerance, and time horizons.
Ted H
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Berger Financial Group, Seagate, Safe Management, and American Income Life. Michael Traxler Wealth Management, LLC serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset and annuity management along with financial planning, using documented client goals and risk tolerance to guide investment decisions.
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