# Matthew Keefe

> Matthew Keefe is a fee-only financial advisor at MKT and Associates in Tacoma, Washington. MKT and Associates reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-keefe/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** MKT and Associates
- **Based in:** Tacoma, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $378.7M across 545 accounts
- **CRD:** 3273518 (https://adviserinfo.sec.gov/individual/summary/3273518)
- **SEC registration:** Investment adviser representative in AZ, WA
- **Exams passed:** Series 66 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://atlaspointwealth.com/

## Frequently asked questions

### Is Matthew Keefe a fee-only financial advisor?

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

### How does Matthew charge for financial advice?

Matthew's firm, MKT and Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Matthew Keefe based?

Matthew Keefe is based in Tacoma, Washington.

### Is Matthew Keefe registered with the SEC?

Yes. Matthew Keefe is registered as an investment adviser representative in AZ and WA (CRD 3273518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MKT and Associates manage?

MKT and Associates reports $378.7M across 545 accounts in assets under management.

### How do I contact Matthew Keefe?

Through Matthew's website, atlaspointwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3273518): 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

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