JSK Capital Advisors, LLC fees
Financial planner in Waltham, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, JSK Capital Advisors, LLC (Waltham, MA) charges up to $325 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change.
- Hourly rate
- Up to $325/hr
Can go up to $325; the Massachusetts median is $300.
“JSK offers financial planning or consulting services at an hourly rate of up to $325, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA and CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How JSK Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are billed quarterly, at the end of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated to the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
About JSK Capital Advisors, LLC
- Founded: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 11, 2026
- CRD number
- 167038 (opens in new tab)
- Phone
- (781) 890-3150
Registered in 2 states: Massachusetts, New Hampshire
Other planners in Waltham that publish fees
- Lyon Financial Planning, LLCWalthamHourly $550/hr, Flat $12,000
- Mission Park Capital, LLCWalthamHourly $250/hr, Flat $6,000
More planners in Massachusetts that publish fees
- Montanari Financial Advisors Inc.NorwellHourly $200/hr, Flat $2,500
- Peddock Capital Advisors, LLCBraintreeHourly $150-$500/hr
- Needham Advisory CorporationNorth AndoverHourly $250/hr
- Yellow Dog Financial, Inc.BoltonHourly $250/hr, Flat $2,700
- Vital Wealth Strategy, LLCPrincetonHourly $350-$750/hr, Flat $7,500-$50,000
- Kearney-Burch Financial Services, Inc.BoltonHourly $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.