# Peter Egolf

> Peter Egolf is a fee-only financial advisor at Kilter Group in Rhinebeck, New York, who holds the CFP credential. Peter 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/peter-egolf/
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
- **Specialties:** Small business owners, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Founders, High earners, Physicians, Tech employees, Multi-generational families
- **CRD:** 7275044 (https://adviserinfo.sec.gov/individual/summary/7275044)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://kiltergroup.com/

## Frequently asked questions

### Is Peter Egolf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?

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

### Where is Peter Egolf based?

Peter Egolf is based in Rhinebeck, New York.

### What does Peter specialize in?

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

### What credentials does Peter Egolf hold?

Peter Egolf holds the CFP credential.

### Is Peter Egolf registered with the SEC?

Yes. Peter Egolf is registered as an investment adviser representative in NJ and PA (CRD 7275044), 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 Peter Egolf?

Through Peter's website, kiltergroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7275044): 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.