# Jeffrey N. Mehler, CFP LLC

> 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.

- CRD: 126681
- Filed as: JEFFREY N. MEHLER, CFP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Essex, CT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126681
- AdvisorCensus page: https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681

## Quick answers

**How is Jeffrey N. Mehler, CFP LLC compensated?**
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).

**How much does Jeffrey N. Mehler, CFP LLC charge?**
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.

**Where is Jeffrey N. Mehler, CFP LLC located?**
Jeffrey N. Mehler, CFP LLC's principal office is in Essex, CT, according to its Form ADV.

**Is Jeffrey N. Mehler, CFP LLC registered with the SEC or a state?**
Jeffrey N. Mehler, CFP LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126681.

**How much does Jeffrey N. Mehler, CFP LLC manage?**
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).

**How have Jeffrey N. Mehler, CFP LLC's assets and staff changed since 2021?**
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.

**What types of clients does Jeffrey N. Mehler, CFP LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (131); individuals (other than high net worth individuals) (46).

**Which custodians does Jeffrey N. Mehler, CFP LLC use?**
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.

**Does Jeffrey N. Mehler, CFP LLC report any disciplinary disclosures?**
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

**What changed in Jeffrey N. Mehler, CFP LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Subscription: $500 to $10,000 a quarter (Financial planning services)

> Financial planning services are provided on an annual retainer basis, billed quarterly at rates ranging from $500 to $10,000 per quarter.

- Hourly rate: $600 an hour (Consulting Services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $416,150,092
- Discretionary: $323,853,352
- Non-discretionary: $92,296,740

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $20,088,624 |
| High net worth individuals | 131 | $393,409,627 |
| Charitable organizations | Fewer than 5 | $2,651,812 |
| Corporations or other businesses not listed above | Fewer than 5 | $29 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jnmehler.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $236,230,689 | 5 | August 6, 2021 |
| October 2022 | $284,825,224 | 6 | July 1, 2022 |
| October 2023 | $295,295,477 | 6 | March 15, 2023 |
| October 2024 | $323,206,611 | 8 | September 5, 2024 |
| October 2025 | $391,334,751 | 8 | June 12, 2025 |
| October 2026 | $416,150,092 | 9 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jeffrey N. Mehler, CFP LLC (CRD 126681): Form ADV filing data as of October 2026.