Tim McMahon
Wisdom Planning Group · Naples, Florida
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.
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Specialties
Facts
| Firm | Wisdom Planning Group |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $112.9M across 282 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8309456 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wisdompg.com |
How Tim's firm compares
- Wisdom Planning Group's average account is about $400,000, from its Form ADV (assets managed divided by 282 accounts).
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Questions about Tim
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.
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
- Wisdom Planning Group 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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