Erik Kroll
Hilltop Financial Advisors · Wauwatosa, Wisconsin
Erik Kroll is a fee-only financial advisor at Hilltop Financial Advisors in Wauwatosa, Wisconsin, who holds the CFP credential. Erik focuses on student loans and retirement planning. Hilltop Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Physicians
- Founders
Facts
| Firm | Hilltop Financial Advisors |
|---|---|
| Based in | Wauwatosa, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $24.5M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5672537 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hilltopfa.com |
| Profile |
How Erik's firm compares
- Hilltop Financial Advisors's average account is about $111,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Erik
Is Erik Kroll a fee-only financial advisor?
Yes. Erik Kroll is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erik's firm.
How does Erik charge for financial advice?
Erik's firm, Hilltop Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Erik work with clients virtually?
Yes. Hilltop Financial Advisors says on its website that it works with clients remotely.
Where is Erik Kroll based?
Erik Kroll is based in Wauwatosa, Wisconsin.
What does Erik specialize in?
Erik's specialties include student loans and retirement planning. Erik works with pre-retirees, physicians and founders.
What credentials does Erik Kroll hold?
Erik Kroll holds the CFP credential.
Is Erik Kroll registered with the SEC?
Yes. Erik Kroll is registered as an investment adviser representative in WI (CRD 5672537), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hilltop Financial Advisors manage?
Hilltop Financial Advisors reports $24.5M across 220 accounts in assets under management.
How do I contact Erik Kroll?
Through Erik's website, hilltopfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Hilltop Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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