# Philip Mock

> Philip Mock is a fee-only financial advisor at 1522 Financial in Tulsa, Oklahoma, who holds the CFA, CFP and CPA credentials. 1522 Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/philip-mock/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** 1522 Financial
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $86.8M across 108 accounts
- **Credentials:** CFA, CFP, CPA
- **CRD:** 6179482 (https://adviserinfo.sec.gov/individual/summary/6179482)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://1522financial.com

## Frequently asked questions

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

Yes. Philip Mock is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Philip's firm.

### How does Philip charge for financial advice?

Philip's firm, 1522 Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Philip Mock based?

Philip Mock is based in Tulsa, Oklahoma.

### What credentials does Philip Mock hold?

Philip Mock holds the CFA, CFP and CPA credentials.

### Is Philip Mock registered with the SEC?

Yes. Philip Mock is registered as an investment adviser representative in OK and TX (CRD 6179482), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does 1522 Financial manage?

1522 Financial reports $86.8M across 108 accounts in assets under management.

### How do I contact Philip Mock?

Through Philip's website, 1522financial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48657): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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