# Brendan Clune

> Brendan Clune is a fee-only financial advisor at Timber Creek Capital Management in Boston, Massachusetts. Brendan focuses on family wealth transfer. Timber Creek Capital Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Timber Creek Capital Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $636.8M across 235 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6680008 (https://adviserinfo.sec.gov/individual/summary/6680008)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.timbercreek-capital.com

## Frequently asked questions

### Is Brendan Clune a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Timber Creek Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brendan charge for financial advice?

Brendan's firm, Timber Creek Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brendan Clune based?

Brendan Clune is based in Boston, Massachusetts.

### What does Brendan specialize in?

Brendan's specialties include family wealth transfer. Brendan works with multi-generational families.

### Is Brendan Clune registered with the SEC?

Yes. Brendan Clune is registered as an investment adviser representative in MA and RI (CRD 6680008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Timber Creek Capital Management manage?

Timber Creek Capital Management reports $636.8M across 235 accounts in assets under management.

### How do I contact Brendan Clune?

Through Brendan's website, www.timbercreek-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6680008): 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.timbercreek-capital.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.