MOK Financial Planning & Tax, Inc. fees
Financial planner in Millis, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, MOK Financial Planning & Tax, Inc. (Millis, MA) charges $250 an hour and an annual fee of $175-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Massachusetts median of $300; 20% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Our hourly fee is $250 and is payable as invoiced.”
- Annual fee
- $175-
$500/yr Below the Massachusetts median of $10,000; none of the 28 other planners in Massachusetts that publish an annual fee charge less.
“Our fixed fees are negotiable and range between $175 and $500 annually depending on the scope and complexity of the services rendered.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2017 (9 years)
How MOK Financial Planning & Tax, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable depending upon the complexity and scope of the services rendered.”
- “However, if you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 82
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $54 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 10, 2026
- CRD number
- 289716 (opens in new tab)
- Phone
- (508) 376-8811
More planners in Massachusetts that publish fees
- Cambridge Cape Cod Advisors, LLCSandwichFlat $1,500, Annual $5,000-$50,000/yr
- North Shore Wealth ManagementWestfordFlat $1,000-$3,000
- Toole FinancialLongmeadowHourly $250/hr, Monthly $150/mo
- Levin Financial PlanningWaylandHourly $350/hr
- Foster Strategic Wealth Partners, LLCRehobothHourly $300/hr, Flat $500-$10,000
- O.F.O. Partners, LLCHinghamFlat up to $25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.