Philip Lang
Occfo · Costa Mesa, California
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.
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Who they serve
- Founders
Facts
| Firm | Occfo |
|---|---|
| Based in | Costa Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.8M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4639002 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oc-cfo.com |
How Philip's firm compares
- Occfo's average account is about $360,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Philip
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.
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
- Occfo 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.
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