Firm
JSK Capital Advisors
Waltham, Massachusetts
Fee-only
JSK Capital Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 12 individual clients, 1 of them high net worth.
- Its average account is about $425,000 (assets it manages divided by its 25 accounts).
- Its hourly rate of $325 is in line with the Massachusetts median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Waltham, Massachusetts |
|---|---|
| Website | jsk-capital.com |
| Phone | (781) 890-3150 |
JSK Capital Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $325 an hour |
|---|---|
| Asset-based fee | 0.5% to 1.5% a year |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"0.50% to 1.50%" source
"0.50% to 1.50%" source
"Hourly charges up to $325" source
"A percentage of assets under management 0.50% to 1.50%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $11 million |
| Individual clients | 11 |
| High-net-worth clients | 1 |
| Accounts managed | 25 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 167038 |