Advisor at MOK Financial Planning & Tax, Inc.
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Firm
MOK Financial Planning & Tax, Inc.
Location
Millis, MA 02054
Credentials
PFS™, Series 65
Industry experience
20 years
Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.
Based on MOK Financial Planning & Tax, Inc.
Based on MOK Financial Planning & Tax, Inc.
Fixed consulting fees negotiable between $175 and $500 annually; fixed fee for tax preparation services (amount not specified)
Under $249,000 - $249,000: 1.50% $250,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $3,000,000: 0.85% Over $3,000,000+: 0.75%
$250 per hour
730 Main Street, 1 C
Millis, MA 02054
Massachusetts
MOK Financial Planning & Tax, Inc.
2017 - Present (9 years)
Oakdale Wealth Management
2006 - 2018 (12 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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