# Peter O'Keefe

> Peter O'Keefe is a fee-only financial advisor at O'Keefe Stevens Advisory in Rochester, New York, who holds the CFP credential. Peter charges a percentage of assets and a one-time planning fee (one-time plans from $750 and 1% a year on the first tier of assets managed) and focuses on retirement planning, founders (pre-exit) and estate & legacy planning.

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

## Facts

- **Firm:** O'Keefe Stevens Advisory
- **Based in:** Rochester, New York
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $750; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $585.6M across 943 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Founders (pre-exit), Estate & legacy planning, Tax planning
- **Works with:** Founders, Pre-retirees, Retirees
- **CRD:** 1021195 (https://adviserinfo.sec.gov/individual/summary/1021195)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1981), Series 65 (1997)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.okeefestevens.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and O'Keefe Stevens Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter charges a percentage of assets and a one-time planning fee.

### How much does Peter charge?

According to O'Keefe Stevens Advisory's website, checked October 30, 2026: one-time plans from $750; 1% a year on the first tier of assets managed.

### Where is Peter O'Keefe based?

Peter O'Keefe is based in Rochester, New York.

### What does Peter specialize in?

Peter's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Peter works with founders, pre-retirees and retirees.

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

Peter O'Keefe holds the CFP credential.

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

Yes. Peter O'Keefe is registered as an investment adviser representative in NY and TX (CRD 1021195), 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 O'Keefe Stevens Advisory manage?

O'Keefe Stevens Advisory reports $585.6M across 943 accounts in assets under management.

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

Through Peter's website, www.okeefestevens.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1021195): 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://okeefestevens.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.