Thomas Grunbeck
J. R. Prunier Capital Management · Holden, Massachusetts
Thomas Grunbeck is a fee-only financial advisor at J. R. Prunier Capital Management in Holden, Massachusetts, who holds the CFP credential. Thomas 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, TX, WA · CRD 5071780 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jrprunier.com |
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Questions about Thomas
Is Thomas Grunbeck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, J. R. Prunier Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Grunbeck based?
Thomas Grunbeck is based in Holden, Massachusetts.
What does Thomas specialize in?
Thomas's specialties include family wealth transfer, small business owners, retirement planning and sustainable & impact investing. Thomas works with multi-generational families.
What credentials does Thomas Grunbeck hold?
Thomas Grunbeck holds the CFP credential.
Is Thomas Grunbeck registered with the SEC?
Yes. Thomas Grunbeck is registered as an investment adviser representative in MA, TX and WA (CRD 5071780), 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 Thomas Grunbeck?
Through Thomas'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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