Caledonia Wealth Management, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Caledonia Wealth Management serves individuals, families, trusts, estates, pension plans and related entities, providing discretionary investment management and financial planning on a fee‑only basis. The firm manages roughly $78 million across client accounts and delivers portfolio management and planning services tailored to each client’s objectives.
The firm implements its advice through in‑house “investment programs” (about 20 options) that include both Sustainable and Traditional portfolios, using a primary strategic asset allocation framework with a tactical overlay and periodic rebalancing. Caledonia uses fundamental and technical analysis, seeks full discretionary trading authority for most accounts, and works through independent custodians such as Charles Schwab to execute and report trades.
Compared with many peers, Caledonia may implement borrowing within separately managed accounts and typically operates under limited powers of attorney and custodial arrangements that permit fee deduction and trade execution — practices that are statistically uncommon among similar supported firms. The firm also highlights explicit Sustainable Investment programs alongside traditional strategies and offers a range of planning services (including cross‑border and philanthropic planning), which clients can combine across multiple managed accounts.
Client services
Expertise
Fee options
Negotiated fixed fees for financial planning, generally for defined scope or special projects
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$150 to $250 per hour depending on level and scope of services
Fee-only: Fee-only advisory firm; compensation solely from fees paid directly by clients; no commissions accepted.
Main office
1260 Yellow Pine Avenue
Boulder CO 80304
Advisors at this office
2
Most active in
Colorado
Also doing business as
Caledonia Wealth Management, Ltd · Caledonia Wealth Management, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy B
Series 66
Boulder, CO
Caledonia Wealth Management, Ltd.
Timothy Barnett is a financial advisor at Caledonia Wealth Management, Ltd. in Boulder, CO, holding a Series 66 designation with 27 years of industry experience. He has been with Caledonia Wealth Management since 2009. Caledonia Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and employs discretionary portfolio management through a variety of in-house investment programs ranging from conservative to aggressive, including Traditional and Sustainable (ESG-integrated) options.
David M
CFP®, Series 66
Boulder, CO
Caledonia Wealth Management, Ltd.
David Mcmillan is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Caledonia Wealth Management, Ltd. in Boulder, CO since 2009. Caledonia Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and uses a range of discretionary investment programs that include both traditional and ESG-integrated options, combining strategic asset allocation with tactical adjustments.
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