Laura Mok
Park State Asset Management · Beverly, Massachusetts
Laura Mok is a fee-only financial advisor at Park State Asset Management in Beverly, Massachusetts, who holds the CFP credential. Park State Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Park State Asset Management |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $192.4M across 133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1020946 |
| Exams passed | Series 63 (1991) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | park-state.com |
How Laura's firm compares
- Park State Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 133 accounts).
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Questions about Laura
Is Laura Mok a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Park State Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura's firm, Park State Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Laura Mok based?
Laura Mok is based in Beverly, Massachusetts.
What credentials does Laura Mok hold?
Laura Mok holds the CFP credential.
Is Laura Mok registered with the SEC?
Yes. Laura Mok is registered as an investment adviser representative in MA (CRD 1020946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Park State Asset Management manage?
Park State Asset Management reports $192.4M across 133 accounts in assets under management.
How do I contact Laura Mok?
Through Laura's website, park-state.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
- 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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