Philip Mock
1522 Financial · Tulsa, Oklahoma
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.
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Facts
| Firm | 1522 Financial |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $86.8M across 108 accounts |
| Credentials | CFA · CFP · CPA |
| SEC registration | Investment adviser representative in OK, TX · CRD 6179482 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | 1522financial.com |
| Profile |
How Philip's firm compares
- 1522 Financial's average account is about $804,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Philip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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