Firm
Locker Financial Services, LLC
Needham, Massachusetts
Fee-only
Locker Financial Services, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 141 individual clients, 65 of them high net worth.
- Its average account is about $547,000 (assets it manages divided by its 391 accounts).
- Its hourly rate of $350 is above the Massachusetts median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Needham, Massachusetts |
|---|---|
| Website | lockerfinancial.com |
| [email protected] | |
| Phone | (508) 663-4878 |
Locker Financial Services, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,600 |
|---|---|
| Hourly | $350 an hour |
| How it charges | One-time plans or projects · Hourly |
In the firm's words
"Fees generally range from $3,600 to $7,000, depending on the complexity of the plan" source
"based on our current hourly rate of $350" source
"Fees generally range from $3,600 to $7,000, depending on the complexity of the plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $214 million |
| Individual clients | 76 |
| High-net-worth clients | 65 |
| Accounts managed | 391 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118288) |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 120900 |