Timber Creek Capital Management

Timber Creek Capital Management at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFA.
• Its Form ADV reports 4 employees and 46 individual clients, 36 of them high net worth.
• Its average account is about $2.7 million (assets it manages divided by its 235 accounts).

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Timber Creek Capital Management fees

Timber Creek Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Brendan Clune

• John Brennecke

  CFA

• Thomas Brennecke