# Michael O'Keeffe

> Michael O'Keeffe is a fee-only financial advisor at MOK Financial Planning & Tax in Millis, Massachusetts, who holds the PFS credential. Michael charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/michael-o-keeffe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MOK Financial Planning & Tax
- **Based in:** Millis, Massachusetts
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $54.0M across 192 accounts
- **Credentials:** PFS
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 5086632 (https://adviserinfo.sec.gov/individual/summary/5086632)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.mokfpt.com

## Frequently asked questions

### Is Michael O'Keeffe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MOK Financial Planning & Tax reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael charges a percentage of assets.

### How much does Michael charge?

According to MOK Financial Planning & Tax's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Michael O'Keeffe based?

Michael O'Keeffe is based in Millis, Massachusetts.

### What does Michael specialize in?

Michael's specialties include tax planning and estate & legacy planning.

### What credentials does Michael O'Keeffe hold?

Michael O'Keeffe holds the PFS credential.

### Is Michael O'Keeffe registered with the SEC?

Yes. Michael O'Keeffe is registered as an investment adviser representative in MA (CRD 5086632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does MOK Financial Planning & Tax manage?

MOK Financial Planning & Tax reports $54.0M across 192 accounts in assets under management.

### How do I contact Michael O'Keeffe?

Through Michael's website, www.mokfpt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5086632): 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
- The firm's website (https://www.mokfpt.com/): specialties, clients served, and fees, checked October 30, 2026

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