# Geoffrey Hakim

> Geoffrey Hakim is a fee-only financial advisor at MCM Wealth in Greenbrae, California, who holds the CFP credential. Geoffrey focuses on tax planning. MCM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffrey-hakim/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MCM Wealth
- **Based in:** Greenbrae, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $170.8M across 392 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **Works with:** Executives, Founders
- **CRD:** 2322348 (https://adviserinfo.sec.gov/individual/summary/2322348)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1995)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.mcmwealth.com

## Frequently asked questions

### Is Geoffrey Hakim a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and MCM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffrey charge for financial advice?

Geoffrey's firm, MCM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Geoffrey Hakim based?

Geoffrey Hakim is based in Greenbrae, California.

### What does Geoffrey specialize in?

Geoffrey's specialties include tax planning. Geoffrey works with executives and founders.

### What credentials does Geoffrey Hakim hold?

Geoffrey Hakim holds the CFP credential.

### Is Geoffrey Hakim registered with the SEC?

Yes. Geoffrey Hakim is registered as an investment adviser representative in CA (CRD 2322348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MCM Wealth manage?

MCM Wealth reports $170.8M across 392 accounts in assets under management.

### How do I contact Geoffrey Hakim?

Through Geoffrey's website, www.mcmwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2322348): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mcmwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.