Jeffrey Mehler
Jeffrey N. Mehler, CFP LLC · Essex, Connecticut
Jeffrey Mehler is a fee-only financial advisor at Jeffrey N. Mehler, CFP LLC in Essex, Connecticut, who holds the BS, CFP and MBA credentials. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Jeffrey N. Mehler, CFP LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Jeffrey N. Mehler, CFP LLC |
|---|---|
| Based in | Essex, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $416.2M across 1,264 accounts |
| Credentials | BS · CFP · MBA |
| SEC registration | Investment adviser representative in CT, NY · CRD 2766229 |
| Exams passed | Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | jnmehler.com |
How Jeffrey's firm compares
- Jeffrey N. Mehler, CFP LLC's average account is about $329,000, from its Form ADV (assets managed divided by 1,264 accounts).
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Questions about Jeffrey
Is Jeffrey Mehler a fee-only financial advisor?
Yes. Jeffrey Mehler is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Jeffrey N. Mehler, CFP LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Jeffrey work with clients virtually?
Yes. Jeffrey N. Mehler, CFP LLC says on its website that it works with clients remotely.
Where is Jeffrey Mehler based?
Jeffrey Mehler is based in Essex, Connecticut.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning.
What credentials does Jeffrey Mehler hold?
Jeffrey Mehler holds the BS, CFP and MBA credentials.
Is Jeffrey Mehler registered with the SEC?
Yes. Jeffrey Mehler is registered as an investment adviser representative in CT and NY (CRD 2766229), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jeffrey N. Mehler, CFP LLC manage?
Jeffrey N. Mehler, CFP LLC reports $416.2M across 1,264 accounts in assets under management.
How do I contact Jeffrey Mehler?
Through Jeffrey's website, jnmehler.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Jeffrey N. Mehler, CFP LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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