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Advisor

Michael Wachsler

Vertrix Wealth Management · Houston, Texas

Michael Wachsler is a fee-only financial advisor at Vertrix Wealth Management in Houston, Texas. Vertrix Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmVertrix Wealth Management
Based in Houston, Texas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$343.2M across 661 accounts
SEC registration Investment adviser representative in MI, TX · CRD 2936160
Exams passedSeries 66 (1997)
Firm size12 employees
Disclosures None reported
Websitewww.vertrixwm.com

How Michael's firm compares

  • Vertrix Wealth Management's average account is about $519,000, from its Form ADV (assets managed divided by 661 accounts).

What fee-only advisors charge in Texas

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Questions about Michael

Is Michael Wachsler a fee-only financial advisor?

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

How does Michael charge for financial advice?

Michael's firm, Vertrix Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Michael Wachsler based?

Michael Wachsler is based in Houston, Texas.

Is Michael Wachsler registered with the SEC?

Yes. Michael Wachsler is registered as an investment adviser representative in MI and TX (CRD 2936160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Vertrix Wealth Management manage?

Vertrix Wealth Management reports $343.2M across 661 accounts in assets under management.

How do I contact Michael Wachsler?

Through Michael's website, www.vertrixwm.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
  • 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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