Firm
Eisenhilfer Capital
Lincoln, Rhode Island
Fee-only
Eisenhilfer Capital at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 230 individual clients, 62 of them high net worth.
- Its average account is about $118,000 (assets it manages divided by its 366 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Lincoln, Rhode Island |
|---|---|
| Website | eisenhilfer.com |
| [email protected] | |
| Phone | (401) 900-8908 |
Eisenhilfer Capital fees
Eisenhilfer Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $43 million |
| Individual clients | 168 |
| High-net-worth clients | 62 |
| Accounts managed | 366 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 321763 |
Advisors at this firm (1)
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