John McCully
Tim Looney Investments · Longwood, Florida
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.
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Specialties
Facts
| Firm | Tim Looney Investments |
|---|---|
| Based in | Longwood, Florida |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $490.3M across 1,255 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7692508 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.timlooney.com |
| Profile |
How John's firm compares
- Tim Looney Investments's average account is about $391,000, from its Form ADV (assets managed divided by 1,255 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Tim Looney Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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