Dennis O'Keefe
Successful Money Strategies · Fall River, Massachusetts
Dennis O'Keefe is a fee-only financial advisor at Successful Money Strategies in Fall River, Massachusetts, who holds the CFP credential. Dennis focuses on retirement planning. Successful Money Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Successful Money Strategies |
|---|---|
| Based in | Fall River, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $227.1M across 791 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2217691 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.successfulmoney.com |
| Profile |
How Dennis's firm compares
- Successful Money Strategies's average account is about $287,000, from its Form ADV (assets managed divided by 791 accounts).
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Questions about Dennis
Is Dennis O'Keefe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Successful Money Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Successful Money Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dennis O'Keefe based?
Dennis O'Keefe is based in Fall River, Massachusetts.
What does Dennis specialize in?
Dennis's specialties include retirement planning. Dennis works with pre-retirees and retirees.
What credentials does Dennis O'Keefe hold?
Dennis O'Keefe holds the CFP credential.
Is Dennis O'Keefe registered with the SEC?
Yes. Dennis O'Keefe is registered as an investment adviser representative in MA (CRD 2217691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Successful Money Strategies manage?
Successful Money Strategies reports $227.1M across 791 accounts in assets under management.
How do I contact Dennis O'Keefe?
Through Dennis's website, www.successfulmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Successful Money Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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