PlannerFees

Lock Wealth Management fees and pricing

Financial planner in Atlanta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Lock Wealth Management charges $250⁠-⁠$400 an hour, a flat or project fee of $500, a monthly fee of $375⁠-⁠$3,500, and a quarterly fee of $1,125⁠-⁠$10,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$400/hr
“The current hourly rates range from $250 to $400 per hour, depending on the scope and complexity of the engagement.”
Flat or project fee
$500
“Ongoing Financial Planning LWM collects an initial fee, no greater than $500.”
Monthly fee
$375⁠-⁠$3,500/mo
“Fees are paid monthly or quarterly (at the client’s discretion) in arrears, ranging from $375 to $3,500 per month or from $1,125 to $10,500 per quarter.”
Quarterly fee
$1,125⁠-⁠$10,500/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lock Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Lock Wealth Management’s fees compare

  • Its hourly rate of $250-$400 is above the Georgia median of $250. 70% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 24 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Georgia median of $5,000. 6% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 1 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Lock Wealth Management

“We offer investment management, financial planning, and retirement plan consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Ben Loughery
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
6
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$296,145
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333242
Website
youtube.com/@LockWealthManagement/featured (opens in new tab)
Phone
(404) 590-6884

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.