Neil Treger
Treger & Associates · Lexington, Virginia
Neil Treger is a fee-only financial advisor at Treger & Associates in Lexington, Virginia. Treger & Associates reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Treger & Associates |
|---|---|
| Based in | Lexington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $89.5M across 214 accounts |
| SEC registration | Investment adviser representative in CO, MD, VA · CRD 1227755 |
| Exams passed | Series 63 (1988) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Neil's firm compares
- Treger & Associates's average account is about $418,000, from its Form ADV (assets managed divided by 214 accounts).
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Questions about Neil
Is Neil Treger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Treger & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, Treger & Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Neil Treger based?
Neil Treger is based in Lexington, Virginia.
Is Neil Treger registered with the SEC?
Yes. Neil Treger is registered as an investment adviser representative in CO, MD and VA (CRD 1227755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Treger & Associates manage?
Treger & Associates reports $89.5M across 214 accounts in assets under management.
How do I contact Neil Treger?
Contact details aren't on file yet. Search for Treger & Associates.
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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