TM
Tim Mcmahon
WISDOM PLANNING GROUP
Naples, FL
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CRD#: 8309456
TM
Tim McmahonWISDOM PLANNING GROUP
Professional summary
Tim Mcmahon is a registered financial advisor currently at WISDOM PLANNING GROUP located in Naples, Florida.
Tim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tim has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. TSM Management, Inc.; non-investment related; Naples, FL; Consulting business; President; 09/2012; 80 hrs/mo, 75 during market hrs; Provide consulting services no related to investments. 2. 14420 Crystal Tree Drive LLC; investment-related; Naples, FL; Rental property; Member; 08/2019; 1 hr/mo. 3. TSM Bay Harbour Marina, LLC; non-investment-related; Naples, FL; Marina holdings; Member; 12/2021; 1 hr/mo. 4. TSM Consulting & Capital, LLC; non-investment related; Naples, FL, Holding Co; Member; 09/2012; 1 hr/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Tim Mcmahon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 14, 2026 - Present
WISDOM PLANNING GROUP
Office #2: 3322 Clay Ave, Orlando, FL 32804RIA
CRD#: 305721
Naples, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WISDOM PLANNING GROUP
DELGADO WEALTH MANAGEMENT, LLC | WISDOM PLANNING GROUP | DELGADO WEALTH MANAGEMENT, LLC DBA WISDOM PLANNING GROUP
CRD#: 305721 / SEC#: 801-132758
RIA
Registered Investment Advisory firm - (5/13/2025 Approved)Florida
Registered Investment Advisory firm - (7/1/2025 Terminated)Texas
Registered Investment Advisory firm - (7/1/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/8/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/14/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WP
WISDOM PLANNING GROUP
DELGADO WEALTH MANAGEMENT, LLC | WISDOM PLANNING GROUP | DELGADO WEALTH MANAGEMENT, LLC DBA WISDOM PLANNING GROUP
CRD#: 305721 / SEC#: 801-132758
RIA
Registered Investment Advisory firm - (5/13/2025 Approved)Florida
Registered Investment Advisory firm - (7/1/2025 Terminated)Texas
Registered Investment Advisory firm - (7/1/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/8/2025 Terminated)Loading...
Contact information
Main Address
3322 Clay Ave, Orlando, FL 32804
Mailing Address
Phone number
(407) 462-5486
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 282 |
| AUM (Assets Under Management) | $ 112,868,565 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
