# Jeffrey Prunier

> Jeffrey Prunier is a fee-only financial advisor at J. R. Prunier Capital Management in Holden, Massachusetts, who holds the CFP credential. Jeffrey 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.

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

## 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 (firm):** $407.0M across 424 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Small business owners, Retirement planning, Sustainable & impact investing
- **Works with:** Multi-generational families
- **CRD:** 6601591 (https://adviserinfo.sec.gov/individual/summary/6601591)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.jrprunier.com

## Frequently asked questions

### Is Jeffrey Prunier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey's firm, J. R. Prunier Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Prunier based?

Jeffrey Prunier is based in Holden, Massachusetts.

### What does Jeffrey specialize in?

Jeffrey's specialties include family wealth transfer, small business owners, retirement planning and sustainable & impact investing. Jeffrey works with multi-generational families.

### What credentials does Jeffrey Prunier hold?

Jeffrey Prunier holds the CFP credential.

### Is Jeffrey Prunier registered with the SEC?

Yes. Jeffrey Prunier is registered as an investment adviser representative in MA and TX (CRD 6601591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Jeffrey Prunier?

Through Jeffrey's website, www.jrprunier.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6601591): 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.jrprunier.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.