Michael Traxler Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$194,691,700
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
429
6% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
107
Average account size
$453,827
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
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 location
Michael Traxler Wealth Management, LLC
222 Main St. E.
New Prague MN 56071, United States
Number of offices
2
Most active in
Michael Traxler Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
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 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")