Emily Wood
Jeffrey N. Mehler, CFP · Essex, Connecticut
Emily Wood 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.
Request an introduction to Emily →
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 6012530 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.jnmehler.com |
How Emily'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).
Request an introduction to Emily
Tell Emily a little about what you're looking for. Emily isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Emily
Is Emily Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily 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 Emily charge for financial advice?
Emily's firm, Jeffrey N. Mehler, CFP, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emily Wood based?
Emily Wood is based in Essex, Connecticut.
What credentials does Emily Wood hold?
Emily Wood holds the CFP credential.
Is Emily Wood registered with the SEC?
Yes. Emily Wood is registered as an investment adviser representative in CT (CRD 6012530), 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 Emily Wood?
Through Emily'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.
See something wrong? Request a correction. Read our methodology.