# Tim McMahon

> Tim McMahon is a fee-only financial advisor at Wisdom Planning Group in Naples, Florida. Tim focuses on estate & legacy planning. Wisdom Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wisdom Planning Group
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $112.9M across 282 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 8309456 (https://adviserinfo.sec.gov/individual/summary/8309456)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.wisdompg.com

## Frequently asked questions

### Is Tim McMahon a fee-only financial advisor?

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

### How does Tim charge for financial advice?

Tim's firm, Wisdom Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Tim McMahon based?

Tim McMahon is based in Naples, Florida.

### What does Tim specialize in?

Tim's specialties include estate & legacy planning.

### Is Tim McMahon registered with the SEC?

Yes. Tim McMahon is registered as an investment adviser representative in FL (CRD 8309456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wisdom Planning Group manage?

Wisdom Planning Group reports $112.9M across 282 accounts in assets under management.

### How do I contact Tim McMahon?

Through Tim's website, www.wisdompg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8309456): 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://wisdompg.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.