Firm
Timbuktu Capital Management
Boston, Massachusetts
Fee-only
Timbuktu Capital Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 115 individual clients, 47 of them high net worth.
- Its average account is about $287,000 (assets it manages divided by its 344 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | timbuktucapital.com |
| Phone | (857) 419-3809 |
Timbuktu Capital Management fees
Timbuktu Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $99 million |
| Individual clients | 68 |
| High-net-worth clients | 47 |
| Accounts managed | 344 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-125812) |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 131084 |