Jeffrey N. Mehler, CFP LLC fees and pricing
Financial planner in Essex, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Jeffrey N. Mehler, CFP LLC charges a quarterly fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $500-$10,000/qtr
“Financial planning services are provided on an annual retainer basis, billed quarterly at rates ranging from $500 to $10,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jeffrey N. Mehler, CFP LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed each calendar quarter in advance based upon the value (market value or fair market value in the absence of market value, plus any credit balance or minus any debit balance), of the client’s account at the end of the previous quarter.”
- “March 30, 2026 7 Consulting Services Fees 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.”
- “For administrative convenience, when a client engages JNM for more than one service, the separately calculated fees are combined into a single invoice.”
About Jeffrey N. Mehler, CFP LLC
“JNM provides Financial Planning Services.”
- Firm size: 9 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.75% a year
- Clients
- 177
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $416,150,092
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126681
- Phone
- (860) 767-9700
Can advise clients in 4 states: Connecticut, Massachusetts, New Jersey, New York
Other planners in Essex that publish fees
- Essex Financial Services, Inc.Essex$75-$250/hr, $250-$5,000
- Sullivan Financial, LLCEssex$250/hr, $2,500-$5,000
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.