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Home > Retirement Planners > connecticut > essex > JEFFREY N. MEHLER, CFP LLC
JEFFREY N. MEHLER, CFP LLC
147 Westbrook Road
Essex, Connecticut 06426
Tel: 860-767-9700
About JEFFREY N. MEHLER, CFP LLC
JEFFREY N MEHLER, CFP LLC, formally registered with the SEC as JEFFREY N MEHLER, CFP LLC. The firm was established in 06/30/2006. They have over 1 offices throughout the country.
JEFFREY N. MEHLER, CFP LLC is a Essex, Connecticut based Financial Planning firm with nearly $380,870,953 assets under management, offering retirement planning & investment advisory services to 1318 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126681 |
| SEC# | 801-66937 |
| Assets Managed by Firm | $380,870,953 |
| No. of Clients | 1318 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (FORENSIC FINANCIAL STATEMENT ANALYSIS IN DIVORCE PROCEEDINGS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1318 | $380,870,953 |
| Individuals (other than high net worth individuals) | 54 | $21,386,516 |
| High net worth individuals | 131 | $354,612,348 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,774,758 |
| Charitable organizations | Fewer than 5 clients | $2,097,331 |
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