Timothy McDonald
Timothy J Mcdonald CPA CFP · Lake Barrington, Illinois
Timothy McDonald is a fee-only financial advisor at Timothy J Mcdonald CPA CFP in Lake Barrington, Illinois, who holds the CFP credential. Timothy J Mcdonald CPA CFP reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Timothy J Mcdonald CPA CFP |
|---|---|
| Based in | Lake Barrington, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $65M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2192967 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Timothy's firm compares
- Timothy J Mcdonald CPA CFP's average account is about $1.1 million, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Timothy
Is Timothy McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Timothy J Mcdonald CPA CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Timothy J Mcdonald CPA CFP, reports charging a percentage of assets on its SEC Form ADV.
Where is Timothy McDonald based?
Timothy McDonald is based in Lake Barrington, Illinois.
What credentials does Timothy McDonald hold?
Timothy McDonald holds the CFP credential.
Is Timothy McDonald registered with the SEC?
Yes. Timothy McDonald is registered as an investment adviser representative in IL (CRD 2192967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Timothy J Mcdonald CPA CFP manage?
Timothy J Mcdonald CPA CFP reports $65M across 60 accounts in assets under management.
How do I contact Timothy McDonald?
Contact details aren't on file yet. Search for Timothy J Mcdonald CPA CFP.
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
- 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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