Geoffrey Hakim
MCM Wealth · Greenbrae, California
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.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | MCM Wealth |
|---|---|
| Based in | Greenbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.8M across 392 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2322348 |
| Exams passed | Series 63 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mcmwealth.com |
| Profile |
How Geoffrey's firm compares
- MCM Wealth's average account is about $436,000, from its Form ADV (assets managed divided by 392 accounts).
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Questions about Geoffrey
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.
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
- MCM Wealth 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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