Jeremy Mocek
Richard P. Slaughter Associates · Austin, Texas
Jeremy Mocek is a fee-only financial advisor at Richard P. Slaughter Associates in Austin, Texas, who holds the CFP credential. Jeremy focuses on tax planning, estate & legacy planning and retirement planning. Richard P. Slaughter Associates reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Jeremy →
Specialties
Who they serve
- High earners
- Executives
- Founders
- Multi-generational families
- Divorced individuals
Facts
| Firm | Richard P. Slaughter Associates |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $905.2M across 1,564 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 6359353 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | rpswealthadvisors.com |
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Mocek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Richard P. Slaughter Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Richard P. Slaughter Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeremy Mocek based?
Jeremy Mocek is based in Austin, Texas.
What does Jeremy specialize in?
Jeremy's specialties include tax planning, estate & legacy planning, retirement planning, equity compensation, founders (pre-exit) and family wealth transfer. Jeremy works with high earners, executives, founders, multi-generational families and divorced individuals.
What credentials does Jeremy Mocek hold?
Jeremy Mocek holds the CFP credential.
Is Jeremy Mocek registered with the SEC?
Yes. Jeremy Mocek is registered as an investment adviser representative in NM and TX (CRD 6359353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Richard P. Slaughter Associates manage?
Richard P. Slaughter Associates reports $905.2M across 1,564 accounts in assets under management.
How do I contact Jeremy Mocek?
Through Jeremy's website, rpswealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Richard P. Slaughter Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.