J.r. Prunier Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,800⁠-⁠$20,000

“The rate for creating client financial plans is generally between $1,800 and $20,000, but may vary depending on the complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How J.r. Prunier Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of JRPCML's fees within five business days of signing the Investment Advisory Contract.”
• “Fees paid to third-party investment advisers are either included in the above fee or clients will be billed directly from the third-party investment advisers for their fees.”

How J.r. Prunier Capital Management LLC’s fees compare

• Its flat or project fee of $1,800-$20,000 spans the Massachusetts median of $4,750. 85% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About J.r. Prunier Capital Management LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

135

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$407,009,712

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321026

Website

jrprunier.com (opens in new tab)

Phone

(508) 756-8080

Can advise clients in 4 states: Massachusetts, New Hampshire, Texas, Washington

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts