Timothy Barnett
Caledonia Wealth Management · Boulder, Colorado
Timothy Barnett is a fee-only financial advisor at Caledonia Wealth Management in Boulder, Colorado. Caledonia Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Caledonia Wealth Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78.1M across 232 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2815368 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.esginvestors.com |
How Timothy's firm compares
- Caledonia Wealth Management's average account is about $337,000, from its Form ADV (assets managed divided by 232 accounts).
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Questions about Timothy
Is Timothy Barnett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Caledonia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Caledonia Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Barnett based?
Timothy Barnett is based in Boulder, Colorado.
Is Timothy Barnett registered with the SEC?
Yes. Timothy Barnett is registered as an investment adviser representative in CO (CRD 2815368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Caledonia Wealth Management manage?
Caledonia Wealth Management reports $78.1M across 232 accounts in assets under management.
How do I contact Timothy Barnett?
Through Timothy's website, www.esginvestors.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
- 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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