Donald Sienkiewicz
J. R. Prunier Capital Management · Holden, Massachusetts
Donald Sienkiewicz is a fee-only financial advisor at J. R. Prunier Capital Management in Holden, Massachusetts, who holds the CFP credential. Donald focuses on family wealth transfer, small business owners and retirement planning. J. R. Prunier Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | J. R. Prunier Capital Management |
|---|---|
| Based in | Holden, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $407.0M across 424 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 7432087 |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.jrprunier.com |
| Profile |
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Questions about Donald
Is Donald Sienkiewicz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and J. R. Prunier Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, J. R. Prunier Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Sienkiewicz based?
Donald Sienkiewicz is based in Holden, Massachusetts.
What does Donald specialize in?
Donald's specialties include family wealth transfer, small business owners, retirement planning and sustainable & impact investing. Donald works with multi-generational families.
What credentials does Donald Sienkiewicz hold?
Donald Sienkiewicz holds the CFP credential.
Is Donald Sienkiewicz registered with the SEC?
Yes. Donald Sienkiewicz is registered as an investment adviser representative in MA, NH and TX (CRD 7432087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does J. R. Prunier Capital Management manage?
J. R. Prunier Capital Management reports $407.0M across 424 accounts in assets under management.
How do I contact Donald Sienkiewicz?
Through Donald's website, www.jrprunier.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
- J. R. Prunier Capital Management 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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