Locus Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$3,000⁠-⁠$15,000

“Fixed fee rates range between $3,000 to $15,000.”

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

How Locus Wealth Management bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “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.”

How Locus Wealth Management’s fees compare

• Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 5 of the 7 other planners in West Chester that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$15,000 spans the Pennsylvania median of $3,650. 80% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in West Chester that publish a flat or project fee charge less.

About Locus Wealth Management

• Principal: Ryan Moran
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,456,770

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338162

Website

locuswealthmanagement.com (opens in new tab)

Phone

(610) 628-0966

Other planners in West Chester that publish fees

• Asbury CapitalWest Chester$250/hr, $500⁠-⁠$1,500
• Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
• Bowen Asset Management LLCWest Chester$200⁠-⁠$500/hr
• Financial CoachWest Chester$2,500/yr
• Market Street Wealth ManagementWest Chester$50⁠-⁠$100/mo
• Old Security GroupWest Chester$500⁠-⁠$5,000

Compare all 16 planners in West Chester