Ted Hefty
Michael Traxler Wealth Management · New Prague, Minnesota
Ted Hefty is a fee-only financial advisor at Michael Traxler Wealth Management in New Prague, Minnesota. Michael Traxler Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Michael Traxler Wealth Management |
|---|---|
| Based in | New Prague, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $194.7M across 1,096 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 7728132 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.michaeltraxler.com |
How Ted's firm compares
- Michael Traxler Wealth Management's average account is about $178,000, from its Form ADV (assets managed divided by 1,096 accounts).
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Questions about Ted
Is Ted Hefty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ted holds no broker registration, and Michael Traxler Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ted charge for financial advice?
Ted's firm, Michael Traxler Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ted Hefty based?
Ted Hefty is based in New Prague, Minnesota.
Is Ted Hefty registered with the SEC?
Yes. Ted Hefty is registered as an investment adviser representative in MN and TX (CRD 7728132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Michael Traxler Wealth Management manage?
Michael Traxler Wealth Management reports $194.7M across 1,096 accounts in assets under management.
How do I contact Ted Hefty?
Through Ted's website, www.michaeltraxler.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Prague
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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