# John McCully

> John McCully is a fee-only financial advisor at Tim Looney Investments in Longwood, Florida. John charges an ongoing planning fee and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/john-mccully/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tim Looney Investments
- **Based in:** Longwood, Florida
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Assets under management (firm):** $490.3M across 1,255 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7692508 (https://adviserinfo.sec.gov/individual/summary/7692508)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.timlooney.com

## Frequently asked questions

### Is John McCully a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Tim Looney Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John charges an ongoing planning fee and a one-time planning fee.

### Where is John McCully based?

John McCully is based in Longwood, Florida.

### What does John specialize in?

John's specialties include retirement planning, estate & legacy planning and tax planning.

### Is John McCully registered with the SEC?

Yes. John McCully is registered as an investment adviser representative in FL (CRD 7692508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tim Looney Investments manage?

Tim Looney Investments reports $490.3M across 1,255 accounts in assets under management.

### How do I contact John McCully?

Through John's website, www.timlooney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7692508): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://timlooneyinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.