# Dyer McCabe

> Dyer McCabe is a fee-only financial advisor at Kilter Group in Rhinebeck, New York, who holds the CFP and ChFC credentials. Dyer focuses on small business owners, founders (pre-exit) and tax planning. Kilter Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dyer-mccabe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kilter Group
- **Based in:** Rhinebeck, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $277.4M across 1,085 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Small business owners, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Founders, High earners, Physicians, Tech employees, Multi-generational families
- **CRD:** 4829245 (https://adviserinfo.sec.gov/individual/summary/4829245)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://kiltergroup.com/

## Frequently asked questions

### Is Dyer McCabe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dyer holds no broker registration, and Kilter Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dyer charge for financial advice?

Dyer's firm, Kilter Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dyer McCabe based?

Dyer McCabe is based in Rhinebeck, New York.

### What does Dyer specialize in?

Dyer's specialties include small business owners, founders (pre-exit), tax planning and estate & legacy planning. Dyer works with founders, high earners, physicians, tech employees and multi-generational families.

### What credentials does Dyer McCabe hold?

Dyer McCabe holds the CFP and ChFC credentials.

### Is Dyer McCabe registered with the SEC?

Yes. Dyer McCabe is registered as an investment adviser representative in NY and TX (CRD 4829245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kilter Group manage?

Kilter Group reports $277.4M across 1,085 accounts in assets under management.

### How do I contact Dyer McCabe?

Through Dyer's website, kiltergroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4829245): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kiltergroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.