Firm
1522 Financial
Tulsa, Oklahoma
Fee-only
1522 Financial at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 37 individual clients, 17 of them high net worth.
- Its average account is about $804,000 (assets it manages divided by its 108 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | 1522financial.com |
| [email protected] | |
| Phone | (539) 233-5160 |
1522 Financial fees
1522 Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $87 million |
| Individual clients | 20 |
| High-net-worth clients | 17 |
| Accounts managed | 108 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 319149 |