Brendan Clune
Timber Creek Capital Management · Boston, Massachusetts
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Timber Creek Capital Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $636.8M across 235 accounts |
| SEC registration | Investment adviser representative in MA, RI · CRD 6680008 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.timbercreek-capital.com |
| Profile |
How Brendan's firm compares
- Timber Creek Capital Management's average account is about $2.7 million, from its Form ADV (assets managed divided by 235 accounts).
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Questions about Brendan
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.
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
- Timber Creek 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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