Daniel Friel
JSK Capital Advisors · Waltham, Massachusetts
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.
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Specialties
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 |
| Assets under management | $10.6M across 25 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6168165 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jsk-capital.com |
How Daniel's firm compares
- The hourly rate is $325, in line with the Massachusetts median of $300 for fee-only firms that publish prices.
- JSK Capital Advisors's average account is about $425,000, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Daniel
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.
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
- JSK Capital Advisors 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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