Jared Trexler
Trexler Financial Advisors · Pana, Illinois
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.
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Facts
| Firm | Trexler Financial Advisors |
|---|---|
| Based in | Pana, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $25.1M across 118 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5719184 |
| Exams passed | Series 63 (2010) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jared's firm compares
- Trexler Financial Advisors's average account is about $213,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Jared
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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