Locker Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees generally range from $3,600 to $7,000 depending on the presentation model chosen and the complexity of the plan, based on the current hourly rate of $350.”

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

How Locker Financial Services, LLC bills

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

• “If termination occurs within five business days of entering into an agreement for such services, the client shall be entitled to a full refund.”
• “Locker Financial’s annual fee shall be prorated and charged quarterly, in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
• “Alternatively, Locker Financial may invoice clients directly for portfolio management fees.”

How Locker Financial Services, LLC’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.

About Locker Financial Services, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2000 (26 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

141

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$213,787,195

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

120900

Website

lockerfinancial.com (opens in new tab)

Phone

(973) 256-2555

Can advise clients in 3 states: Massachusetts, New Jersey, Texas

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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