# Matthew O'Keefe

> Matthew O'Keefe is a fee-only financial advisor at Back Bay Financial Planning & Investments in Annapolis, Maryland, who holds the CFP credential. Back Bay Financial Planning & Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Back Bay Financial Planning & Investments
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $120.5M across 286 accounts
- **Credentials:** CFP
- **CRD:** 5822776 (https://adviserinfo.sec.gov/individual/summary/5822776)
- **SEC registration:** Investment adviser representative in DE, MD
- **Exams passed:** Series 66 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://backbayfp.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Back Bay Financial Planning & Investments 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, Back Bay Financial Planning & Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew O'Keefe based?

Matthew O'Keefe is based in Annapolis, Maryland.

### What credentials does Matthew O'Keefe hold?

Matthew O'Keefe holds the CFP credential.

### Is Matthew O'Keefe registered with the SEC?

Yes. Matthew O'Keefe is registered as an investment adviser representative in DE and MD (CRD 5822776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Back Bay Financial Planning & Investments manage?

Back Bay Financial Planning & Investments reports $120.5M across 286 accounts in assets under management.

### How do I contact Matthew O'Keefe?

Through Matthew's website, backbayfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5822776): 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.