# Daniel Friel

> Daniel Friel is a fee-only financial advisor at JSK Capital Advisors in Waltham, Massachusetts, who holds the CFA credential. Daniel charges a percentage of assets and hourly fees ($325 an hour and 0.5%–1.5% a year of assets managed) and focuses on retirement planning and pension planning.

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

## Facts

- **Firm:** JSK Capital Advisors
- **Based in:** Waltham, Massachusetts
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $325 an hour; 0.5%–1.5% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.6M across 25 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 6168165 (https://adviserinfo.sec.gov/individual/summary/6168165)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.jsk-capital.com/

## Frequently asked questions

### Is Daniel Friel a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel charges a percentage of assets and hourly fees.

### How much does Daniel charge?

According to JSK Capital Advisors's website, checked October 30, 2026: $325 an hour; 0.5%–1.5% a year of assets managed.

### Where is Daniel Friel based?

Daniel Friel is based in Waltham, Massachusetts.

### What does Daniel specialize in?

Daniel's specialties include retirement planning and pension planning.

### What credentials does Daniel Friel hold?

Daniel Friel holds the CFA credential.

### Is Daniel Friel registered with the SEC?

Yes. Daniel Friel is registered as an investment adviser representative in MA (CRD 6168165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JSK Capital Advisors manage?

JSK Capital Advisors reports $10.6M across 25 accounts in assets under management.

### How do I contact Daniel Friel?

Through Daniel's website, www.jsk-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6168165): 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://www.jsk-capital.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.