JEFFREY N. MEHLER, CFP LLC
SEC RegisteredFinancial Planning and Money Management
About the firm
The firm of Jeffrey N. Mehler, CFP® was founded in 1994 to provide clients with the practical, unbiased advice they need to make informed financial decisions. The firm is listed with all required government regulatory agencies. All financial planning and investment advisory services are performed on a fee-only basis.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment advisory services, performed on a fee-only basis. Services include investment analysis, portfolio management, and financial planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $20M |
| High Net Worth Individuals | 131 | $393M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 Million | 1.35% |
| Next $3 Million | 1.10% |
| Next $5 Million | 0.95% |
| Amounts over $10 Million | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JEFFREY N. MEHLER, CFP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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