# Tad Jakes

> Tad Jakes is a fee-only financial advisor at MFAC Financial Advisors, Inc. in White Hall, Maryland, who holds the CFP, EA and ECA credentials. Tad focuses on retirement planning, tax planning and equity compensation. MFAC Financial Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tad-jakes/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** MFAC Financial Advisors, Inc.
- **Based in:** White Hall, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $74.1M across 58 accounts
- **Credentials:** CFP, EA, ECA
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **CRD:** 3113196 (https://adviserinfo.sec.gov/individual/summary/3113196)
- **SEC registration:** Investment adviser representative in CA, MD
- **Exams passed:** Series 63 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://mfac-fa.com

## Frequently asked questions

### Is Tad Jakes a fee-only financial advisor?

Yes. Tad Jakes is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tad's firm.

### How does Tad charge for financial advice?

Tad's firm, MFAC Financial Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Tad work with clients virtually?

Yes. MFAC Financial Advisors, Inc. says on its website that it works with clients remotely.

### Where is Tad Jakes based?

Tad Jakes is based in White Hall, Maryland.

### What does Tad specialize in?

Tad's specialties include retirement planning, tax planning and equity compensation.

### What credentials does Tad Jakes hold?

Tad Jakes holds the CFP, EA and ECA credentials.

### Is Tad Jakes registered with the SEC?

Yes. Tad Jakes is registered as an investment adviser representative in CA and MD (CRD 3113196), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does MFAC Financial Advisors, Inc. manage?

MFAC Financial Advisors, Inc. reports $74.1M across 58 accounts in assets under management.

### How do I contact Tad Jakes?

Through Tad's website, mfac-fa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49758): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mfac-fa.com/): specialties, clients served, and fees, checked October 28, 2026

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