Derek Lyon
Jeffrey N. Mehler, CFP · Essex, Connecticut
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.
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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 | $416.2M across 1,264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 8339447 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.jnmehler.com |
How Derek's firm compares
- Jeffrey N. Mehler, CFP's average account is about $329,000, from its Form ADV (assets managed divided by 1,264 accounts).
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Questions about Derek
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.
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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