RIA Intel›Advisers›Massachusetts›MOK FINANCIAL PLANNING & TAX, INC.

MOK FINANCIAL PLANNING & TAX, INC.

Advisory

MILLIS, MA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in MA
#1,133
of 1,590 advisers by AUM
Average account
$281K
across 192 accounts
AUM per adviser
$54M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$54M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients82
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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