Peter Egolf
Kilter Group · Rhinebeck, New York
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.
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Specialties
Who they serve
- Founders
- High earners
- Physicians
- Tech employees
- Multi-generational families
Facts
| Firm | Kilter Group |
|---|---|
| Based in | Rhinebeck, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $277.4M across 1,085 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 7275044 |
| Exams passed | Series 65 (2020) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | kiltergroup.com |
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Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Kilter Group 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.
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