Jeffrey N. Mehler, CFP LLC

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Client assets under management

$413,498,251

Clients

177

74% high-net worth

Advisors

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,336,148

About

Jeffrey N. Mehler, CFP® LLC provides financial planning, ongoing investment management, monitoring and consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm also offers specialized services such as forensic financial statement analysis in divorce matters and periodic reviews and reporting for clients’ custodial accounts.

JNM uses fundamental analysis to construct customized portfolios and employs a mix of long‑ and short‑term strategies, offering both discretionary and non‑discretionary management depending on client needs. The firm’s investment program includes more advanced tools than many peers — it may use borrowing (margin) and derivative instruments, including option strategies and short sales, within separately managed accounts.

Compared with similarly sized advisory firms, JNM manages a largely discretionary asset base (over $300 million of roughly $416 million in AUM across about 177 clients served by three advisors) and undertakes activities that create atypical operational oversight, such as having an adviser serve as trustee on certain client trusts (with associated surprise audits). These governance arrangements and the availability of forensic analysis and private‑fund recommendations distinguish its service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Forensic financial statement analysis in divorce proceedings

Expertise

General retirement planning Income planning Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2 Million: 1.35% $2 Million - $5 Million: 1.10% $5 Million - $10 Million: 0.95% $10 Million+: 0.75%

Project-based

Up to $600 per hour for consulting services

Subscriptions

Financial Planning Services fees on annual retainer basis, billed quarterly ranging from $500 to $10,000 per quarter

Other

Account minimum: $1,500,000 Fee-only: Financial Planning Services fees billed quarterly as annual retainer ranging from $500 to $10,000 per quarter; Consulting Services fees up to $600 per hour

Main office location

Jeffrey N. Mehler, CFP LLC

147 Westbrook Road

Essex CT 06426, United States

Number of offices

Most active in

Connecticut · Massachusetts · New Jersey · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 860-767-9700

Advisors at this firm

Emily W

CFP®, Series 63, Series 65

Essex, CT

Jeffrey N. Mehler, CFP LLC

Emily Wood is a CFP® professional with nine years of industry experience, currently serving as an advisor at Jeffrey N. Mehler, CFP LLC. She previously worked at Connecticut Wealth Management, LLC and Asset Strategies, Inc. Wood is a board member of Advancing Connecticut Together and the Simsbury Meadows Performing Arts Center. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized financial planning and investment management services, employing a range of strategies including derivatives and margin transactions.

General retirement planning Income planning Private / alternative investments Founder/Business Owner

Paul C

CFP®, Series 63

Essex, CT

Jeffrey N. Mehler, CFP LLC

Paul Cheransky is a CFP® professional with 10 years of industry experience. He is currently with Jeffrey N. Mehler, CFP LLC and has previously worked at Panorama Financial LLC, SAX Wealth Advisors, and Silvercrest Asset Management Group. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment management, and consulting services, employing a fundamental analysis-based investment process that includes customized portfolios and the use of derivatives and margin transactions where appropriate.

General retirement planning Income planning Private / alternative investments Founder/Business Owner

Jeffrey M

CFP®, Series 65

Essex, CT

Jeffrey N. Mehler, CFP LLC

Jeffrey Mehler is a CFP® professional with 20 years of experience in financial advising. He has led Jeffrey N. Mehler, CFP LLC since 2005. The firm is an SEC-registered independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. Jeffrey N. Mehler, CFP LLC provides financial planning, discretionary and non-discretionary investment management, and consulting services, including forensic financial statement analysis for divorce matters. The firm’s investment approach is based on fundamental analysis and uses a range of strategies, including derivatives and margin transactions, to construct customized portfolios.

General retirement planning Income planning Private / alternative investments Founder/Business Owner

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