JEFFREY N. MEHLER, CFP LLC

Overview

Jeffrey N. Mehler, Cfp LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm acts as a capital allocator, blending public fund and mutual fund exposures with allocations to third-party alternative managers for clients who need more complex or illiquid positions. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting-type work for client plans. The firm uses a fee mix of percentage of AUM, hourly charges and fixed fees, and manages a materially larger pool of discretionary assets than non-discretionary assets, indicating a preference to run client portfolios directly when appropriate. Jeffrey N. Mehler is the named individual behind the firm; his practice appears focused on high-net-worth households that require multi-account structures, occasional custom allocation to external managers, and a combination of liquid and alternative exposures.

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Investments & Alternatives

Location & Offices