{
  "crd_number": 126681,
  "slug": "jeffrey-n-mehler-cfp-llc-essex-ct-126681",
  "primary_business_name": "JEFFREY N. MEHLER, CFP LLC",
  "legal_name": "JEFFREY N. MEHLER, CFP LLC",
  "dbas": [],
  "city": "Essex",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-06-30",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 416150092.0,
  "raum_discretionary": 323853352.0,
  "raum_non_discretionary": 92296740.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2651812.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20088624.0,
      "count": 46
    },
    "high_net_worth_individuals": {
      "raum": 393409627.0,
      "count": 131
    },
    "corporations_other_businesses": {
      "raum": 29.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "MA",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://jnmehler.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126681",
  "city_as_filed": "ESSEX",
  "url": "https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681",
  "display_name": "Jeffrey N. Mehler, CFP LLC",
  "summary": "Jeffrey N. Mehler, CFP LLC is an SEC-registered investment advisory firm in Essex, CT, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Jeffrey N. Mehler, CFP LLC (CRD 126681): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Jeffrey N. Mehler, CFP LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jeffrey N. Mehler, CFP LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Jeffrey N. Mehler, CFP LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $500 to $10,000 a quarter (Financial planning services); Hourly rate: $600 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Jeffrey N. Mehler, CFP LLC located?",
      "a": "Jeffrey N. Mehler, CFP LLC's principal office is in Essex, CT, according to its Form ADV."
    },
    {
      "q": "Is Jeffrey N. Mehler, CFP LLC registered with the SEC or a state?",
      "a": "Jeffrey N. Mehler, CFP LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126681."
    },
    {
      "q": "How much does Jeffrey N. Mehler, CFP LLC manage?",
      "a": "Jeffrey N. Mehler, CFP LLC reports $416,150,092 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (78% discretionary)."
    },
    {
      "q": "How have Jeffrey N. Mehler, CFP LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jeffrey N. Mehler, CFP LLC: Regulatory assets under management: $236,230,689 in the October 2021 data and $416,150,092 in the October 2026 data, up 76%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jeffrey N. Mehler, CFP LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (131); individuals (other than high net worth individuals) (46)."
    },
    {
      "q": "Which custodians does Jeffrey N. Mehler, CFP LLC use?",
      "a": "Jeffrey N. Mehler, CFP LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jeffrey N. Mehler, CFP LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126681"
    },
    {
      "q": "What changed in Jeffrey N. Mehler, CFP LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 236230689.0,
      "total_employees": 5,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 284825224.0,
      "total_employees": 6,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 295295477.0,
      "total_employees": 6,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 323206611.0,
      "total_employees": 8,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 391334751.0,
      "total_employees": 8,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 416150092.0,
      "total_employees": 9,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $500 to $10,000 a quarter (Financial planning services)",
      "Hourly rate: $600 an hour (Consulting Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $500 to $10,000 a quarter (Financial planning services)"
        ],
        "quotes": [
          "Financial planning services are provided on an annual retainer basis, billed quarterly at rates ranging from $500 to $10,000 per quarter."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $600 an hour (Consulting Services)"
        ],
        "quotes": [
          "Consulting Services fees will be charged a rate of up to $600 per hour and generally will be due and payable as they are earned."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "quarterly",
          "service": "Financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 600.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Consulting Services"
        }
      ]
    },
    "quotes": [
      "Financial planning services are provided on an annual retainer basis, billed quarterly at rates ranging from $500 to $10,000 per quarter.",
      "Consulting Services fees will be charged a rate of up to $600 per hour and generally will be due and payable as they are earned."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 20088624.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 393409627.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2651812.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 29.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126681",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}