Peter O'Keefe
O'Keefe Stevens Advisory · Rochester, New York
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.
Request an introduction to Peter →
Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
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 |
| Assets under management | $585.6M across 943 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 1021195 |
| Exams passed | Series 63 (1981) · Series 65 (1997) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.okeefestevens.com |
| Profile |
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter 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 Peter
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.
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
- O'Keefe Stevens Advisory 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.