Timothy J McDonald CPA Cfp

Public-record details

Address

22285 Pepper Rd #305, Lake Barrington, IL 60010

Phone

(847) 842-5200

Listed under

Financial planning, % of assets managed

CRD number

125211

Registration

State registered: IL

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$65.0 million

Accounts managed

60

Clients reported (Form ADV 5.D)

60

Individual / high-net-worth clients

20 / 40

Employees

1

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2024-06-27

State registered (IL) investment adviser, CRD 125211, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 125211 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.