Timothy McGrath
Riverpoint Wealth Management · Chicago, Illinois
Timothy McGrath is a fee-only financial advisor at Riverpoint Wealth Management in Chicago, Illinois, who holds the CFP and ChFC credentials. Timothy focuses on equity compensation, retirement planning and estate & legacy planning. Riverpoint Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Riverpoint Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $906.2M across 1,060 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL, TX · CRD 1950510 |
| Exams passed | Series 63 (1991) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.riverpointwealth.com |
| Profile |
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Questions about Timothy
Is Timothy McGrath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Riverpoint Wealth Management 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, Riverpoint Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy McGrath based?
Timothy McGrath is based in Chicago, Illinois.
What does Timothy specialize in?
Timothy's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning, family wealth transfer and divorce financial planning. Timothy works with multi-generational families.
What credentials does Timothy McGrath hold?
Timothy McGrath holds the CFP and ChFC credentials.
Is Timothy McGrath registered with the SEC?
Yes. Timothy McGrath is registered as an investment adviser representative in IL and TX (CRD 1950510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverpoint Wealth Management manage?
Riverpoint Wealth Management reports $906.2M across 1,060 accounts in assets under management.
How do I contact Timothy McGrath?
Through Timothy's website, www.riverpointwealth.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
- Riverpoint Wealth Management 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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