Matthew O'Keefe
Back Bay Financial Planning & Investments · Annapolis, Maryland
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.
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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 | $120.5M across 286 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, MD · CRD 5822776 |
| Exams passed | Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | backbayfp.com |
How Matthew's firm compares
- Back Bay Financial Planning & Investments's average account is about $421,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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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