Jeffrey N. Mehler, CFP provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Jeffrey N. Mehler, CFP reports 177 clients. They include 131 high-net-worth individuals and 46 individual clients. Of its assets, 77.8% ($324M across 940 accounts) are managed with discretion; $92.3M across 324 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 5% |
| High-net-worth individuals | 74% | 95% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 46 | $20.1M | 4.8% | $437K |
| High-net-worth individuals | 131 | $393M | 94.5% | $3M |
| Charitable organizations | Fewer than 5 | $2.65M | 0.6% | — |
| Corporations and other businesses | Fewer than 5 | $29 | 0.0% | — |
| Total | 177 | $416M | 100% | — |
- Clients
- 46
- Regulatory AUM
- $20.1M
- AUM share
- 4.8%
- Avg. per client
- $437K
- Clients
- 131
- Regulatory AUM
- $393M
- AUM share
- 94.5%
- Avg. per client
- $3M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.65M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $29
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 177
- Regulatory AUM
- $416M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Jeffrey N. Mehler, CFP charges 0.75%–1.35% a year for its Investment Management and Supervisory Services. The fee is billed in advance, is negotiable and requires an account of at least $1,500,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Billed hourly at up to $600 per hour.
- Financial Planning Services
- Annual retainer billed quarterly at $500 to $10,000 per quarter, which may be waived.
- Investment Monitoring Services
- Annual fee of up to 0.40% of the value of non-managed assets being monitored.
Jeffrey Mehler owns 75% or more of Jeffrey N. Mehler, CFP. The leadership team of Jeffrey N. Mehler, CFP includes Chief Compliance Officer Peter Galloway. It has 9 employees, 4 of them in advisory roles.
Leadership
- Peter GallowayChief Compliance Officer
- Jeffrey MehlerMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Jeffrey N. Mehler, CFP LLC
Jeffrey Mehler
Control person · since June 2005
Jeffrey N. Mehler, CFP’s regulatory assets grew 1.8× from $236M (March 2021) to $416M (March 2026); clients rose from 167 to 177 and employees from 5 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $416M | 177 | 9 | 1 |
| June 2025 | $391M | 171 | 8 | 1 |
| July 2024 | $323M | 196 | 8 | 1 |
| March 2023 | $295M | 182 | 6 | 1 |
| July 2022 | $285M | 173 | 6 | 2 |
| March 2021 | $236M | 167 | 5 | 2 |
Besides its headquarters, Jeffrey N. Mehler, CFP has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 147 Westbrook Road, EssexHQ
Contact and registration details
- Legal name
- Jeffrey N. Mehler, CFP LLC
- Headquarters
- 147 Westbrook Road, Essex, CT 06426
- Website
- jnmehler.com
- Phone
- 860-767-9700
- SEC file
- 801-66937
- Founded
- 1994
- Structure
- Connecticut LLC
- Fiscal year end
- December
Jeffrey N. Mehler, CFP uses Fidelity ($312M) as custodian for its separately managed accounts. Jeffrey N. Mehler, CFP has custody of $92.5M in client assets for 109 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $312M100%
At year end, Jeffrey N. Mehler, CFP’s separately managed accounts were largely in funds (43%) and stocks (30%).
What the accounts hold
- Stocks30%
- Exchange-traded equities29%
- Non-exchange-traded equities1%
- Funds43%
- Registered funds42%
- Pooled vehicles1%
- Bonds10%
- State and local bonds5%
- U.S. government and agency bonds3%
- Investment grade corporate bonds2%
- Cash12%
- Other6%
- Bank deposits, certificates of deposit, bankers' acceptances and similar bank instruments.6%
How many clients does Jeffrey N. Mehler, CFP have?
Jeffrey N. Mehler, CFP has 177 clients and manages $416 million for them, as of March 2026. They include 131 high-net-worth individuals and 46 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Jeffrey N. Mehler, CFP offer?
Jeffrey N. Mehler, CFP provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Jeffrey N. Mehler, CFP charge?
Jeffrey N. Mehler, CFP charges 0.75%–1.35% a year for its Investment Management and Supervisory Services. The fee is billed in advance, is negotiable and requires an account of at least $1,500,000.
Source: JNM ADV PART 2A (MARCH 31, 2026), filed 30 March 2026
Which custodians does Jeffrey N. Mehler, CFP use?
Jeffrey N. Mehler, CFP’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $312M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Jeffrey N. Mehler, CFP have?
Jeffrey N. Mehler, CFP has 2 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jeffrey N. Mehler, CFP invest in?
At the end of its last fiscal year, Jeffrey N. Mehler, CFP’s separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 12% cash and equivalents, 6% other, 5% state and local bonds, 3% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). The 6% other category is described as: Bank Deposits, Certificates of Deposit, Bankers' Acceptances and Similar Bank Instruments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Jeffrey N. Mehler, CFP have a minimum investment?
Yes, Jeffrey N. Mehler, CFP’s minimum account size for its Investment Management and Supervisory Services is $1.5M.
Source: JNM ADV PART 2A (MARCH 31, 2026), filed 30 March 2026
Who owns Jeffrey N. Mehler, CFP?
Jeffrey N. Mehler, CFP’s direct owner is Jeffrey Mehler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Jeffrey N. Mehler, CFP get paid?
Jeffrey N. Mehler, CFP is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jeffrey N. Mehler, CFP?
Jeffrey N. Mehler, CFP’s main office is at 147 Westbrook Road, Essex, CT 06426. Its phone number is 860-767-9700. Its website is jnmehler.com.