Firm
MOK Financial Planning & Tax
Millis, Massachusetts
Fee-only
MOK Financial Planning & Tax at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 82 individual clients, 33 of them high net worth.
- Its average account is about $281,000 (assets it manages divided by its 192 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Millis, Massachusetts |
|---|---|
| Website | mokfpt.com |
| Phone | (508) 376-8811 |
MOK Financial Planning & Tax fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Under $249,000 1.5%" source
"Over $$3,000,000 0.75%" source
"Under $249,000 1.5%" source
"Assets Under Management Annual Fee Under $249,000 1.5%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $54 million |
| Individual clients | 49 |
| High-net-worth clients | 33 |
| Accounts managed | 192 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 289716 |