Jan Hilfer
Eisenhilfer Capital · Lincoln, Rhode Island
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.
Request an introduction to Jan →
Specialties
Facts
| Firm | Eisenhilfer Capital |
|---|---|
| Based in | Lincoln, Rhode Island |
| Fee model | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $43.1M across 366 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, RI · CRD 6276311 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.eisenhilfer.com |
How Jan's firm compares
- Eisenhilfer Capital's average account is about $118,000, from its Form ADV (assets managed divided by 366 accounts).
Request an introduction to Jan
Tell Jan a little about what you're looking for. Jan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Other advisors in Rhode Island who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Eisenhilfer Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.