T
Timothy J McDonald CPA CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,000,000
Total clients
60
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$1,083,333
About
Timothy J McDonald CPA CFP provides personalized financial planning and investment management to individuals and families. The brochure lists services including financial planning, retirement and tax planning, investment management, and estate planning.
The firm says it employs a mix of fundamental and technical analysis and asset-allocation strategies, tailoring portfolios to each client’s risk tolerance, goals, and time horizon, and it generally acts with discretionary authority to implement agreed-upon strategies. Client accounts are reviewed on a regular basis, and the firm directs trade execution and custody through Charles Schwab.
The adviser combines CPA and CFP credentials and explicitly integrates tax planning into its advisory services, a feature that can be meaningful for clients seeking coordinated tax and investment advice. The firm manages roughly $65 million across about 60 client relationships, indicating a higher average account size, and its disclosure notes it does not engage in other financial industry activities or affiliations (distinct from the small minority of peers that sell other financial products).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
General estate planning guidance
Fee options
Main office location
Timothy J McDonald CPA CFP
22285 Pepper Rd #305
Lake Barrington IL 60010, United States
Number of offices
1
Most active in
Timothy J McDonald CPA CFP has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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