# MOK FINANCIAL PLANNING & TAX, INC.

MOK FINANCIAL PLANNING & TAX, INC. of MILLIS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 289716
- Type: SEC-registered investment adviser
- Location: 730 MAIN STREET, MILLIS, MA, 02054
- Phone: 508-376-8811
- Latest filing: 2026-03-10
- Regulatory AUM: $54.0M
- Discretionary AUM: $54.0M
- Clients: 1
- Accounts: 192

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289716/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289716/similar
- Related entities: https://search.stillhousedata.com/firm/289716/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289716

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.