Matthew Keefe
MKT and Associates · Tacoma, Washington
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.
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Facts
| Firm | MKT and Associates |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $378.7M across 545 accounts |
| SEC registration | Investment adviser representative in AZ, WA · CRD 3273518 |
| Exams passed | Series 66 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | atlaspointwealth.com |
How Matthew's firm compares
- MKT and Associates's average account is about $695,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Matthew
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.
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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