Jessica Demler
Oxler Private Wealth · Rye Brook, New York
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.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Oxler Private Wealth |
|---|---|
| Based in | Rye Brook, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $578.1M across 291 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 7265023 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.oxlerpw.com |
| Profile |
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Questions about Jessica
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.
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
- Oxler Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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