T
Trexler Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,122,966
Clients
37
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$678,999
About
Trexler Financial Advisors LLC is a small, state-registered independent investment adviser that provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages roughly $25.1 million across about 37 client relationships and serves as a sole-advisor practice.
The firm employs a disciplined asset-allocation approach that emphasizes equities for long-term growth, global diversification, and high-quality fixed income to dampen volatility, and it commonly recommends no‑load mutual funds, ETFs and individual bonds. The firm builds individual investment profiles based on clients’ goals, risk tolerance, liquidity and tax attributes, and frequently engages a third‑party turnkey manager to implement model portfolios while accounts are held at an independent custodian.
Distinctive features include an affiliation with an independent CPA and accounting firm that provides tax preparation and filing services as part of the firm’s wealth management offering, with the firm’s lead professional devoting substantial time to accounting and tax work during annual tax season. The firm also provides pension consulting to retirement plans—acknowledging ERISA fiduciary responsibilities in that role—and typically retains and compensates a third‑party turnkey asset manager for portfolio construction and trade execution rather than billing clients separately for those implementation services.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
General estate planning guidance
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Fee options
Annual fixed fee for Wealth Management & Pension Consulting Services typically ranging from $6,000 to $10,000, billed quarterly in advance, with discounts based on assets under management up to $6,000.
$0 - $1,000,000: 1.25% $1,000,001+: 0.50%
Minimum fee: Minimum annual fee for Standalone Investment Management Services is $1,500, subject to reduction or waiver at Adviser’s sole discretion.
Main office location
Trexler Financial Advisors LLC
3 East 3 Rd Street
Pana IL 62557, United States
Number of offices
1
Most active in
Trexler Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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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.
Forms ADV
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