# Jared Trexler

> Jared Trexler is a fee-only financial advisor at Trexler Financial Advisors in Pana, Illinois. Trexler Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-trexler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trexler Financial Advisors
- **Based in:** Pana, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $25.1M across 118 accounts
- **CRD:** 5719184 (https://adviserinfo.sec.gov/individual/summary/5719184)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (2010), Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jared Trexler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Trexler Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

Jared's firm, Trexler Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jared Trexler based?

Jared Trexler is based in Pana, Illinois.

### Is Jared Trexler registered with the SEC?

Yes. Jared Trexler is registered as an investment adviser representative in IL (CRD 5719184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trexler Financial Advisors manage?

Trexler Financial Advisors reports $25.1M across 118 accounts in assets under management.

### How do I contact Jared Trexler?

Contact details aren't on file yet. Search for Trexler Financial Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5719184): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.