# Philip Lang

> Philip Lang is a fee-only financial advisor at Occfo in Costa Mesa, California, who holds the CFP credential. Occfo reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/philip-lang/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Occfo
- **Based in:** Costa Mesa, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.8M across 16 accounts
- **Credentials:** CFP
- **Works with:** Founders
- **CRD:** 4639002 (https://adviserinfo.sec.gov/individual/summary/4639002)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.oc-cfo.com

## Frequently asked questions

### Is Philip Lang a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Occfo reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip's firm, Occfo, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Philip Lang based?

Philip Lang is based in Costa Mesa, California.

### What credentials does Philip Lang hold?

Philip Lang holds the CFP credential.

### Is Philip Lang registered with the SEC?

Yes. Philip Lang is registered as an investment adviser representative in CA (CRD 4639002), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Occfo manage?

Occfo reports $5.8M across 16 accounts in assets under management.

### How do I contact Philip Lang?

Through Philip's website, www.oc-cfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4639002): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://oc-cfo.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.