

Tad Jakes is a CFP-designated registered investment advisor at Mfac Financial Advisors, INC., based in Westlake Village, CA, with 13 years of industry experience. Tad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 14 clients with $66M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0%, subject to negotiation under certain circumstances.

32107 Lindero Canyon Road, Suite 227, Westlake Village, CA, 91361
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MFAC Financial Advisors, Inc., is a fee-only wealth management firm that offers comprehensive financial planning, tax planning, and investment management services. We have offices in Northern Baltimore County, Maryland and Westlake Village, CA. We meet with clients in our local areas as well as virtually throughout the country.