Locke Asset Management fees and pricing
Financial planner in Great Falls, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, Locke Asset Management charges $240 an hour and a quarterly fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $240/hr
“Personal financial planning services are generally billed at an hourly rate of $240.”
- Quarterly fee
- $400/qtr
“Under the Firm’s Young Investor program, our minimum quarterly fee is $400 for clients who have not reached the age of 30.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Locke Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are generally billed quarterly in advance.”
- “Our fee may be negotiable depending on the nature, extent and complexity of services.”
- “Locke Advisory Services will generally bill its investment advisory fees on a quarterly basis in advance, based on the market value of assets on the last business day of the previous quarter.”
How Locke Asset Management’s fees compare
- Its hourly rate of $240 is below the Virginia median of $260. 29% of the 203 other Virginia planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Great Falls that publish an hourly rate charge less.
About Locke Asset Management
“Locke Advisory Services LLC (“Locke Advisory Services”, the “Firm”, “We” or “Our”) was formed in January 2017 to provide independent wealth management, personal financial planning and tax services to individuals, trusts and businesses.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $400 minimum fee (stated in brochure)
- Clients
- 49
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $69,325,969
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286132
- Phone
- (571) 271-5125
Other planners in Great Falls that publish fees
- Independent Financial PlanningGreat Falls$200/hr, $3,000
- Potomac Wealth Management LLCGreat Falls$200/hr
- Trio Wealth Management, LLCGreat Falls$250-$10,000
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
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.