# Jessica Demler

> Jessica Demler is a fee-only financial advisor at Oxler Private Wealth in Rye Brook, New York, who holds the CFP credential. Jessica focuses on estate & legacy planning, retirement planning and divorce financial planning. Oxler Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jessica-demler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oxler Private Wealth
- **Based in:** Rye Brook, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $578.1M across 291 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Divorce financial planning, Family wealth transfer
- **Works with:** Divorced individuals, Multi-generational families, Mid-life transitions
- **CRD:** 7265023 (https://adviserinfo.sec.gov/individual/summary/7265023)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.oxlerpw.com/

## Frequently asked questions

### Is Jessica Demler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Oxler Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jessica charge for financial advice?

Jessica's firm, Oxler Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jessica Demler based?

Jessica Demler is based in Rye Brook, New York.

### What does Jessica specialize in?

Jessica's specialties include estate & legacy planning, retirement planning, divorce financial planning and family wealth transfer. Jessica works with divorced individuals, multi-generational families and mid-life transitions.

### What credentials does Jessica Demler hold?

Jessica Demler holds the CFP credential.

### Is Jessica Demler registered with the SEC?

Yes. Jessica Demler is registered as an investment adviser representative in FL, NY and TX (CRD 7265023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oxler Private Wealth manage?

Oxler Private Wealth reports $578.1M across 291 accounts in assets under management.

### How do I contact Jessica Demler?

Through Jessica's website, www.oxlerpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7265023): 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
- The firm's website (https://www.oxlerpw.com/): specialties, clients served, and fees, checked October 30, 2026

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