# Jan Hilfer

> Jan Hilfer is a fee-only financial advisor at Eisenhilfer Capital in Lincoln, Rhode Island, who holds the CFP credential. Jan charges a percentage of assets and hourly fees and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Eisenhilfer Capital
- **Based in:** Lincoln, Rhode Island
- **Fee model:** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.1M across 366 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6276311 (https://adviserinfo.sec.gov/individual/summary/6276311)
- **SEC registration:** Investment adviser representative in FL, LA, RI
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.eisenhilfer.com

## Frequently asked questions

### Is Jan Hilfer a fee-only financial advisor?

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

### How does Jan charge for financial advice?

Jan charges a percentage of assets and hourly fees.

### Where is Jan Hilfer based?

Jan Hilfer is based in Lincoln, Rhode Island.

### What does Jan specialize in?

Jan's specialties include retirement planning and estate & legacy planning.

### What credentials does Jan Hilfer hold?

Jan Hilfer holds the CFP credential.

### Is Jan Hilfer registered with the SEC?

Yes. Jan Hilfer is registered as an investment adviser representative in FL, LA and RI (CRD 6276311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eisenhilfer Capital manage?

Eisenhilfer Capital reports $43.1M across 366 accounts in assets under management.

### How do I contact Jan Hilfer?

Through Jan's website, www.eisenhilfer.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6276311): 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://eisenhilfer.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.