Tad Jakes
MFAC Financial Advisors, Inc. · White Hall, Maryland
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $74.1M across 58 accounts |
| Credentials | CFP · EA · ECA |
| SEC registration | Investment adviser representative in CA, MD · CRD 3113196 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mfac-fa.com |
| Profile |
How Tad's firm compares
- MFAC Financial Advisors, Inc.'s average account is about $1.3 million, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Tad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- MFAC Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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