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Advisor

John Brennecke

Timber Creek Capital Management · Boston, Massachusetts

John Brennecke is a fee-only financial advisor at Timber Creek Capital Management in Boston, Massachusetts, who holds the CFA credential. John focuses on family wealth transfer. Timber Creek Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Specialties

Who they serve

  • Multi-generational families

Facts

FirmTimber Creek Capital Management
Based in Boston, Massachusetts
Fee model (firm's Form ADV)Percentage of assets
Assets under management$636.8M across 235 accounts
CredentialsCFA
SEC registration Investment adviser representative in MA · CRD 5481933
Exams passedSeries 65 (2008)
Firm size4 employees
Disclosures None reported
Websitewww.timbercreek-capital.com
LinkedInProfile

How John'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).

What fee-only advisors charge in Massachusetts

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Questions about John

Is John Brennecke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

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

Where is John Brennecke based?

John Brennecke is based in Boston, Massachusetts.

What does John specialize in?

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

What credentials does John Brennecke hold?

John Brennecke holds the CFA credential.

Is John Brennecke registered with the SEC?

Yes. John Brennecke is registered as an investment adviser representative in MA (CRD 5481933), 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 John Brennecke?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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