# Derek Lyon

> Derek Lyon is a fee-only financial advisor at Jeffrey N. Mehler, CFP in Essex, Connecticut, who holds the CFP credential. Jeffrey N. Mehler, CFP reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/derek-lyon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jeffrey N. Mehler, CFP
- **Based in:** Essex, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $416.2M across 1,264 accounts
- **Credentials:** CFP
- **CRD:** 8339447 (https://adviserinfo.sec.gov/individual/summary/8339447)
- **SEC registration:** Investment adviser representative in CT
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.jnmehler.com

## Frequently asked questions

### Is Derek Lyon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Jeffrey N. Mehler, CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derek charge for financial advice?

Derek's firm, Jeffrey N. Mehler, CFP, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Derek Lyon based?

Derek Lyon is based in Essex, Connecticut.

### What credentials does Derek Lyon hold?

Derek Lyon holds the CFP credential.

### Is Derek Lyon registered with the SEC?

Yes. Derek Lyon is registered as an investment adviser representative in CT (CRD 8339447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jeffrey N. Mehler, CFP manage?

Jeffrey N. Mehler, CFP reports $416.2M across 1,264 accounts in assets under management.

### How do I contact Derek Lyon?

Through Derek's website, www.jnmehler.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8339447): 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

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