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MOK FINANCIAL PLANNING & TAX, INC.

CRD 289716

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730 MAIN STREET, 1-C, MILLIS, MA, 02054, United States

Phone

508-376-8811

Fax

508-376-2211

Registration

— (—)

Source

State registered

Total AUM

$54.0M

Discretionary AUM

$54.0M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)ADVISORY CONSULTING; TAX PREPARATION; BOOKKEEPING CONSULTING

Client types

TypeClientsAUM
Individuals49$12.1M
High net worth individuals33$41.9M

All web addresses on file

Official SEC filing: View on IAPD