Jeffrey N. Mehler, CFP LLC
Essex, Connecticut
Jeffrey N. Mehler, CFP LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 9 employees and 177 individual clients, 131 of them high net worth.
- Its average account is about $329,000 (assets it manages divided by its 1,264 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Essex, Connecticut |
|---|---|
| Website | jnmehler.com |
| [email protected] | |
| Phone | (860) 767-9700 |
Questions about Jeffrey N. Mehler, CFP LLC
How is Jeffrey N. Mehler, CFP LLC paid?
Jeffrey N. Mehler, CFP LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Jeffrey N. Mehler, CFP LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Jeffrey N. Mehler, CFP LLC, and 3 hold the CFP.
What is the average account at Jeffrey N. Mehler, CFP LLC?
Jeffrey N. Mehler, CFP LLC's average account is about $329,000. That's the assets on its Form ADV divided by its 1,264 accounts.
What does Jeffrey N. Mehler, CFP LLC specialize in?
Jeffrey N. Mehler, CFP LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and divorce financial planning.
Jeffrey N. Mehler, CFP LLC fees
Jeffrey N. Mehler, CFP LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $416 million |
| Individual clients | 46 |
| High-net-worth clients | 131 |
| Accounts managed | 1,264 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-66937) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 126681 |