Firm
Lockshield Partners
Glasgow, Kentucky
Fee-only
Lockshield Partners at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 8 employees and 1,113 individual clients, 60 of them high net worth.
- Its average account is about $169,000 (assets it manages divided by its 1,717 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Glasgow, Kentucky |
|---|---|
| Website | lockshieldpartners.com |
| [email protected] | |
| Phone | (270) 629-2046 |
Lockshield Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Lockshield Partners charges 1.1% for managing <$100K and 1% for managing >$100K." source
"Lockshield Partners charges 1.1% for managing <$100K and 1% for managing >$100K." source
"a flat rate fee is billed monthly. This rate differs based on each individual situation." 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 | $291 million |
| Individual clients | 1,053 |
| High-net-worth clients | 60 |
| Accounts managed | 1,717 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-116877) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 175433 |