Michael O'Keeffe
MOK Financial Planning & Tax · Millis, Massachusetts
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.
Request an introduction to Michael →
Specialties
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 | $54.0M across 192 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MA · CRD 5086632 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.mokfpt.com |
| Profile |
How Michael's firm compares
- MOK Financial Planning & Tax's average account is about $281,000, from its Form ADV (assets managed divided by 192 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
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
- MOK Financial Planning & Tax website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.