# MOK Financial Planning & Tax

MOK Financial Planning & Tax is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289716
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289716

## About

MOK Financial Planning & Tax, Inc. is a state-registered investment adviser in Millis, MA. The firm manages approximately $54 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What services does MOK Financial Planning & Tax offer?

The firm provides financial planning, investment management, retirement planning, estate planning, and tax preparation. It targets individuals and small businesses, integrating tax strategies with investment decisions under one advisor-client relationship.

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Last updated: 2026-06-03T20:00:00.000Z

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