Kendell Phillip
Lockstep Financial · Odenton, Maryland
Kendell Phillip is a fee-only financial advisor at Lockstep Financial in Odenton, Maryland. Kendell charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $660 and $220 an hour).
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Facts
| Firm | Lockstep Financial |
|---|---|
| Based in | Odenton, Maryland |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $660 · $220 an hour · 0.5%–2% a year of assets managed · A $200,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.2M across 18 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7316030 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lockstepfinancial.com |
| Profile |
How Kendell's firm compares
- A one-time plan starts at $660, below the Maryland median of $830 for fee-only firms that publish prices.
- The hourly rate is $220, below the Maryland median of $300 for fee-only firms that publish prices.
- Lockstep Financial's average account is about $68,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Kendell
Is Kendell Phillip a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kendell holds no broker registration, and Lockstep Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kendell charge for financial advice?
Kendell charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Kendell charge?
According to Lockstep Financial's website, checked October 30, 2026: one-time plans from $660; $220 an hour; 0.5%–2% a year of assets managed; a $200,000 asset minimum.
Does Kendell work with clients virtually?
Yes. Lockstep Financial says on its website that it works with clients remotely.
Where is Kendell Phillip based?
Kendell Phillip is based in Odenton, Maryland.
Is Kendell Phillip registered with the SEC?
Yes. Kendell Phillip is registered as an investment adviser representative in MD (CRD 7316030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lockstep Financial manage?
Lockstep Financial reports $1.2M across 18 accounts in assets under management.
How do I contact Kendell Phillip?
Through Kendell's website, www.lockstepfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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
- Lockstep Financial 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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