Brandon Lockwood
Lockwood Wealth Strategies · Houston, Texas
Brandon Lockwood is a fee-only financial advisor at Lockwood Wealth Strategies in Houston, Texas. Brandon focuses on retirement planning and estate & legacy planning. Lockwood Wealth Strategies reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Lockwood Wealth Strategies |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $80.6M across 205 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4952640 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lockwoodws.com |
| Profile |
How Brandon's firm compares
- Lockwood Wealth Strategies's average account is about $393,000, from its Form ADV (assets managed divided by 205 accounts).
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Questions about Brandon
Is Brandon Lockwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Lockwood Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Lockwood Wealth Strategies, reports charging a percentage of assets on its SEC Form ADV.
Where is Brandon Lockwood based?
Brandon Lockwood is based in Houston, Texas.
What does Brandon specialize in?
Brandon's specialties include retirement planning and estate & legacy planning.
Is Brandon Lockwood registered with the SEC?
Yes. Brandon Lockwood is registered as an investment adviser representative in TX (CRD 4952640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lockwood Wealth Strategies manage?
Lockwood Wealth Strategies reports $80.6M across 205 accounts in assets under management.
How do I contact Brandon Lockwood?
Through Brandon's website, lockwoodws.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lockwood Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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