# Jeffrey Hilliard

> Jeffrey Hilliard is a fee-only financial advisor at CRA Financial in Haddonfield, New Jersey, who holds the CFP credential. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** CRA Financial
- **Based in:** Haddonfield, New Jersey
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.69B across 4,030 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation, Small business owners, Family wealth transfer
- **Works with:** Retirees, Divorced individuals
- **CRD:** 5079266 (https://adviserinfo.sec.gov/individual/summary/5079266)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.crafinancial.com

## Frequently asked questions

### Is Jeffrey Hilliard a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### How much does Jeffrey charge?

According to CRA Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jeffrey Hilliard based?

Jeffrey Hilliard is based in Haddonfield, New Jersey.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Jeffrey works with retirees and divorced individuals.

### What credentials does Jeffrey Hilliard hold?

Jeffrey Hilliard holds the CFP credential.

### Is Jeffrey Hilliard registered with the SEC?

Yes. Jeffrey Hilliard is registered as an investment adviser representative in NJ and TX (CRD 5079266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CRA Financial manage?

CRA Financial reports $1.69B across 4,030 accounts in assets under management.

### How do I contact Jeffrey Hilliard?

Through Jeffrey's website, www.crafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5079266): 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://crafinancial.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.