Ben Loughery
Lock Wealth Management · Atlanta, Georgia
Ben Loughery is a fee-only financial advisor at Lock Wealth Management in Atlanta, Georgia, who holds the CFP and CRPC credentials. Lock Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lock Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $296K across 5 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in GA · CRD 6588652 |
| Exams passed | Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Ben's firm compares
- Lock Wealth Management's average account is about $59,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Ben
Is Ben Loughery a fee-only financial advisor?
Yes. Ben Loughery is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ben's firm.
How does Ben charge for financial advice?
Ben's firm, Lock Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ben Loughery based?
Ben Loughery is based in Atlanta, Georgia.
What credentials does Ben Loughery hold?
Ben Loughery holds the CFP and CRPC credentials.
Is Ben Loughery registered with the SEC?
Yes. Ben Loughery is registered as an investment adviser representative in GA (CRD 6588652), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lock Wealth Management manage?
Lock Wealth Management reports $296K across 5 accounts in assets under management.
How do I contact Ben Loughery?
Contact details aren't on file yet. Search for Lock Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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