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Wellspent public graph/Firms/Timbuktu Capital Management
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.

Specialties Small business owners

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

Facts

Based inBoston, Massachusetts
Websitetimbuktucapital.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 byPercentage of assets · Hourly · Fixed fees
Assets managed$99 million
Individual clients68
High-net-worth clients47
Accounts managed344
Employees3
Planning clients1-10
Registered withThe SEC (801-125812)
Financial planningOffered
Form ADV filedMarch 28, 2026
SEC recordCRD 131084

Advisors at this firm (1)