# Timothy J McDonald CPA CFP

> Timothy J McDonald CPA CFP is a state-registered investment advisory firm in Lake Barrington, IL, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 27, 2024.

- CRD: 125211
- Filed as: TIMOTHY J MCDONALD CPA CFP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Barrington, IL
- Filing period: October 2026
- Form ADV filing dated: June 27, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125211
- AdvisorCensus page: https://advisorcensus.com/firm/timothy-j-mcdonald-cpa-cfp-lake-barrington-il-125211

## Quick answers

**How is Timothy J McDonald CPA CFP compensated?**
On its Form ADV (Item 5.E, October 2026), Timothy J McDonald CPA CFP reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Timothy J McDonald CPA CFP located?**
Timothy J McDonald CPA CFP's principal office is in Lake Barrington, IL, according to its Form ADV.

**Is Timothy J McDonald CPA CFP registered with the SEC or a state?**
Timothy J McDonald CPA CFP is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 125211.

**How much does Timothy J McDonald CPA CFP manage?**
Timothy J McDonald CPA CFP reports $65,000,000 in regulatory assets under management in its Form ADV filing dated June 27, 2024 (100% discretionary).

**What types of clients does Timothy J McDonald CPA CFP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (20).

**Does Timothy J McDonald CPA CFP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125211

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $65,000,000
- Discretionary: $65,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $20,000,000 |
| High net worth individuals | 40 | $45,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timothy J McDonald CPA CFP (CRD 125211): Form ADV filing data as of October 2026.