MOK FINANCIAL PLANNING & TAX, INC.

MOK FINANCIAL PLANNING & TAX, INC. of MILLIS, MA is an SEC-registered investment adviser (CRD 289716). Regulatory assets under management: $54.0M.

Registration

• CRD: 289716
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289716 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search