Tim Mcmahon
Investment adviser representative at Wisdom Planning Group
14 yearsExperience
1 stateRegistered in
$112.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wisdom Planning GroupJul 2026 to now
- Tsm Management, Inc.Sep 2012 to now
- Hartree PartnersDec 2020 to Jan 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wisdom Planning Group
Legal name: Delgado Wealth Management, LLC
$112.9MAssets managed
115Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8309456
- Firm CRD
- 305721