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Michael Traxler Wealth Management, LLC

Updated today

Client assets under management

$190,989,255

Clients

429

6% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

107

Very High

Average account size

$445,196

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

Financial planning Portfolio management

Expertise

Annuities

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Fee options

Percentage

$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

Project-based

$200 per hour for financial planning

Other

Account minimum: $100,000 Fee-only: 1.0% annually for American Funds Service Company (AFS) accounts, billed quarterly in arrears

Main office location

Michael Traxler Wealth Management, LLC

222 Main St. E.

New Prague MN 56071, United States

Number of offices

2

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

Advisors at this firm

user avatar

Isaac B

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC in New Prague, MN. He holds a Series 65 designation and began his advisory career in 2023. Prior to joining the firm, he worked at Chart Industries and was a full-time student for several years. 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 portfolios based on client goals, risk tolerance, and time horizons, utilizing both fundamental and technical analysis under discretionary authority.

Annuities
user avatar

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 licenses and bringing 25 years of industry experience. He has managed his own practice since 2022 and has been involved with Michael Traxler Wealth Management since 2005. Outside of his advisory role, he is involved in farmland and commercial real estate through various business interests. Michael Traxler Wealth Management, LLC is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm builds investment programs based on documented client goals and risk tolerance, employing fundamental and technical analysis along with long-term strategies.

Annuities
user avatar

Ernest P

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Ernest Pepel is a Series 65 licensed financial advisor with Michael Traxler Wealth Management, LLC, where he has worked since 2019. He has five years of industry experience and previously spent ten years at Avid Fleet Maintenance. 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 employs a client-focused investment approach using documented goals, risk tolerance, and a combination of fundamental and technical analysis.

Annuities
user avatar

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 a Series 65 credential and two years of industry experience. His prior work history includes roles at Seagate, Safe Management, American Income Life, and Walmart. Michael Traxler Wealth Management is a four-advisor firm that 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 and uses a combination of fundamental and technical analysis along with long-term purchase strategies tailored to client goals and risk tolerance.

Annuities
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