Timothy Mcdonald
Timothy Mcdonald is a CFP-designated registered investment advisor at Timothy J Mcdonald CPA CFP, based in Lake Barrington, IL, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 60 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are charged based on a percentage of the assets managed, but the specific percentage is not listed in this brochure. Contact Timothy J McDonald CPA CFP for more information.
Location
22285 Pepper Rd #305, Lake Barrington, IL, 60010
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is a partner in the CPA firm of McDonald Doherty & Co.
Employment History
Current Registrations
Timothy J Mcdonald CPA CFP
Previous Registrations
Timothy J Mcdonald CPA CFP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.